Gunn & Company Investment Management, Inc.
● SEC registered since 2017CRD 120084SEC# 801-112077Jacksonville, FL
Reg. AUM
$213.5M
Employees
5
Accounts
433
Location
Jacksonville, FL
Gunn & Company Investment Management, Inc. assets under management
Gunn & Company Investment Management, Inc. is an SEC-registered investment adviser based in Jacksonville, FL. The firm has been registered since 2017. It reports $213.5 million in regulatory assets under management and employs 5 people.
Gunn & Company Investment Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth P Dewitt Control | Vice President / Secretary | 5-10% | 2020 |
| Marshall Dean Gunn Control | President | 25-50% | 1996 |
| Renee Lynn Morrell Control | Vice President / Treasurer | 10-25% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Gunn & Company Investment Management, Inc. manage?
Gunn & Company Investment Management, Inc. reports $213.5 million in regulatory assets under management on its Form ADV.
How many employees does Gunn & Company Investment Management, Inc. have?
Gunn & Company Investment Management, Inc. reports 5 employees.
Where is Gunn & Company Investment Management, Inc. located?
Gunn & Company Investment Management, Inc. is based in Jacksonville, FL and has been SEC-registered since 2017.
Does Gunn & Company Investment Management, Inc. disclose fund performance?
Gunn & Company Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13901 Sutton Park Drive South, Suite 130, Jacksonville, FL 32224 |
| Phone | 904-296-2025 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$213.5M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$213.5Mregulatory AUM
Discretionary $213.5M