# GUNCHEON FINANCIAL LLC

GUNCHEON FINANCIAL LLC of DUBUQUE, IA is an SEC-registered investment adviser.

## Registration

- CRD: 277091
- Type: SEC-registered investment adviser
- SEC file number: 801-131551
- Location: 1545 ASSOCIATES DRIVE, SUITE 104, DUBUQUE, IA, 52002
- Phone: 563-587-7840
- Latest filing: 2026-07-14
- Regulatory AUM: $146.2M
- Discretionary AUM: $146.2M
- Clients: 4
- Accounts: 1,878

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Keith Thomas Leverentz | MEMBER | — |
| Justin D Smith | MANAGING MEMBER & CCO | — |
| Kelly Francis Guncheon | MEMBER/CEO/PRESIDENT/CCO | — |
| GUNCHEON KELLY FRANCIS | MANAGER/CCO; MEMBER/CEO/PRESIDENT/CCO; PRESIDENT/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/277091/brochure
- Similar advisers: https://search.stillhousedata.com/firm/277091/similar
- Related entities: https://search.stillhousedata.com/firm/277091/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/277091

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
