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Overview

Services

Advisor Services

  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Gunn Capital Management, LLC 5 years, 2 months Jul 2014 - Present
Garland Capital Management, Inc. 5 years, 11 months Aug 2008 - Jul 2014

Designations & Memberships

  • Chartered Financial Analyst Institute
    Membership
    Chartered Financial Analyst Institute
  • Chartered Financial Analyst
    Designation
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

Insights by Cody Gunn

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
We are a 9 million dollar plan 401(k) with 38 participants. What should we pay in record keeping fees and TPA fees?
It is difficult to give concrete answers without having more information about your particular plan. A plan I just helped switch over to Vanguard was paying around $3300 in TPA fees prior to conversion and they were similar in size to your plan....  (more)
Answered Aug 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 17, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Gunn Capital Management, LLC

    Last updated on March 30, 2019
      • $15.3M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 39
        Accounts
      • $391.7K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements