Fee-only adviser · San Antonio, TX
Gunn & Co Asset Management Inc
Gunn & Co Asset Management Inc is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in San Antonio, Texas. On its latest Form ADV, filed February 26, 2026, it reports $38M in regulatory assets under management, 6 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas |
|---|---|
| Firm CRD number | 104750 · SEC file 801-23219 |
| Office | 200 Austin Hwy. Ste. 402 San Antonio, TX 78209 |
| Phone | (210) 222-2711 |
| Website | Not listed |
| Regulatory assets under management | $38M ($34M discretionary) |
| Individual clients | 2 non-high-net-worth, 4 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Other |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | February 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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See all 38 fee-only advisers in San Antonio →
Nearby
- Terrell Hills 1 firm
- Shavano Park 2 firms
- New Braunfels 8 firms
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