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Trevor Wayne Gunter

PYA Waltman Capital, LLC

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About Trevor Wayne Gunter

Trevor Gunter is an investment advisor representative currently registered with PYA Waltman Capital, LLC. Trevor Gunter's firm is headquartered in Knoxville, TN, and focuses on providing investment advisory services to individuals, businesses, pension and profit sharing plans, and charitable organizations. The firm's services include financial planning, portfolio management, selection of other advisors, and pension consulting. Trevor Gunter has been a registered investment advisor representative since July 2021 and has a history in the financial services industry.

Firm Information

Trevor Gunter is currently registered with PYA Waltman Capital, LLC. PYA Waltman Capital, LLC is a registered investment advisor based in Knoxville, TN. The firm manages approximately $1 billion to $10 billion in assets for individuals, corporations, charitable organizations, and pension plans. They provide financial planning, pension consulting, and portfolio management services.
PYA Waltman Capital, LLC

1402 EBENEZER ROAD

KNOXVILLE, TN 37922

$1.03B

Assets Under Management

9

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Trevor Gunter’s Registration & Firm History

GA

05/09/2024 - Present

PYA Waltman Capital, LLC (ATLANTA GA)

GA

07/15/2021 - 12/04/2023

INVESCO DISTRIBUTORS, INC. (ATLANTA GA)

NC

03/09/2020 - 06/18/2021

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 03/17/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trevor Wayne Gunter.
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