GUNN & Company Investment Management, Inc.
SEC RegisteredTrusted wealth management across generations.
About the firm
GCIM is a Jacksonville-based wealth management firm that takes a holistic approach to your finances, endeavoring to ensure you have a cohesive financial picture in which all components work together. The firm recognizes the vital importance of a trusted relationship with an advisor and prioritizes clients' best interests at the forefront of everything it does.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Holistic investment management and wealth management, providing sound advice and ongoing education, with fiduciary advisors who maintain transparency and open communication without bias.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 114 | $43M |
| High Net Worth Individuals | 58 | $164M |
| Charitable Organizations | 10 | $6.4M |
| State/Municipal Entities | 1 | — |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3M (Equity/Fixed Income) | 1.50% |
| $3M to $5M (Equity/Fixed Income) | 1.00% |
| Over $5M (Equity/Fixed Income) | 0.75% |
| Up to $1B (401k) | 1.50% |
Data as of February 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GUNN & Company Investment Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched