# Gunn & Co Asset Management Inc

> Gunn & Co Asset Management Inc is a state-registered investment advisory firm in San Antonio, TX, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 104750
- Filed as: GUNN & CO ASSET MANAGEMENT INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/104750
- AdvisorCensus page: https://advisorcensus.com/firm/gunn-and-co-asset-management-inc-san-antonio-tx-104750

## Quick answers

**How is Gunn & Co Asset Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Gunn & Co Asset Management Inc reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Gunn & Co Asset Management Inc located?**
Gunn & Co Asset Management Inc's principal office is in San Antonio, TX, according to its Form ADV.

**Is Gunn & Co Asset Management Inc registered with the SEC or a state?**
Gunn & Co Asset Management Inc is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 104750.

**How much does Gunn & Co Asset Management Inc manage?**
Gunn & Co Asset Management Inc reports $37,680,752 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (91% discretionary).

**What types of clients does Gunn & Co Asset Management Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4); individuals (other than high net worth individuals) (2); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Gunn & Co Asset Management Inc report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/104750

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $37,680,752
- Discretionary: $34,195,184
- Non-discretionary: $3,485,568

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,502,752 |
| High net worth individuals | 4 | $26,071,672 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $6,620,760 |
| Charitable organizations | 1 | $3,485,568 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/104750

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gunn & Co Asset Management Inc (CRD 104750): Form ADV filing data as of October 2026.