AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RG

Robert G. Gunn

GUNN & CO ASSET MANAGEMENT
San Antonio, TX 78209
Some features on this profile are disabled
CRD#: 720257
RG

Professional summary


Robert Gibson Gunn III, who also goes by Robert Gibson Gunn, is a registered financial advisor currently at GUNN & CO ASSET MANAGEMENT INC located in San Antonio, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Robert has worked at 3 firms and has passed the Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Robert Gibson Gunn

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ROBERT G. GUNN III IS ALSO PRESIDENT OF GUNN & COMPANY ASSET MANAGEMENT, INC., WHICH IS REGISTERED AS AN INVESTMENT ADVISOR WITH THE STATE OF TEXAS, GUNN & COMPANY HOLDINGS, INC., AND ROBERT G. GUNN CORPORATION, THE CORPORATE GRANDPARENT OF THE APPLICANT,AND IS GENERAL PARTNER OF FIESTA ASSOCIATES,A TEXAS LIMITED PARTNERSHIP.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Gibson Gunn III's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 4, 2006 - Present

GUNN & CO ASSET MANAGEMENT INC

Office #1: 200 Austin Hwy. Ste. 402, San Antonio, TX 78209
RIA
CRD#: 104750
San Antonio, TX
Past

April 23, 2003 - February 18, 2011

GUNN CAPITAL, INC.

RIA
CRD#: 114342
SAN ANTONIO, TX
Past

December 1, 1980 - January 18, 2022

GUNN & COMPANY INCORPORATED

BD
CRD#: 8203
SAN ANTONIO, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(5/4/2006)

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/17/1980
General Securities Principal Examination

Current Firm


G&
GUNN & CO ASSET MANAGEMENT INC
GUNN & CO ASSET MANAGEMENT INC | GUNN & COMPANY, INC.

CRD#: 104750 / SEC#: 801-23219

RIA
Registered Investment Advisory firm - (4/23/2009 Terminated)
Texas
Registered Investment Advisory firm - (4/9/2009 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
200 Austin Hwy. Ste. 402, San Antonio, TX 78209
Mailing Address
217 Westover Rd, San Antonio, TX 78209
Phone number
(210) 222-2711
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts10
AUM (Assets Under Management)$ 32,534,656

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GUNN & CO ASSET MANAGEMENT INC

CRD#: 104750San Antonio, TX 78209

TRUST BUT VERIFY

Monitor Robert Gunn

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


CH
Christopher HallAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
San Antonio, TX
RA
Robert ArmendarizAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
SAN ANTONIO, TX
JO
Joe-ben O'banionAdvisorCheck Check Mark
TITLEIST ASSET MANAGEMENT, LLC
IAR
RR
SAN ANTONIO, TX
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics