Gunnar Chase Holcomb

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 05/2022
  Texas A&M University
  College Station, TX
• 06/2022 → 04/2023
  Equitable Advisors, Llc
  New York, NY
• 05/2021 → 05/2022
  Apolonia Llc
  Anderson, TX
• 05/2019 → 08/2019
  Academy Sports And Outdoors
  College Station, TX
• 08/2014 → 05/2018
  Greenwood High School
  Midland, TX
• 05/2017 → 08/2017
  Ranchland Hills Golf Course
  Midland, TX
• 12/2023 → Present
  Fisher Investments
  Plano, TX
• 05/2023 → 11/2023
  Mossy Oak Properties Of Texas
  Denton, TX

Previous Registrations

• 2022-11-16 → 2023-04-04
  Equitable Advisors, Llc
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-10
• S66 Uniform Combined State Law Examination
  2022-11-11

Other Names

• Gunnar Holcomb