Gulfcrest Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,168,000
Clients
10
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$216,800
About
Gulfcrest Capital provides portfolio management and investment consulting to individual clients, serving both high‑net‑worth and non‑high‑net‑worth individuals. The firm offers discretionary and non‑discretionary management across proprietary strategies and provides investment account consulting, including services for clients who establish offshore custodian accounts; fees are charged on a percentage‑of‑AUM basis.
The firm implements a mix of strategies — including global diversified income, global contrarian equity, a thematic "Childhood Essentials" growth equity strategy, opportunistic value equity, and foundational ETF‑based equity and fixed income portfolios — using equities, ETFs, mutual funds, and alternative vehicles where appropriate. Gulfcrest conducts periodic account reviews, provides model management for selected strategies, and acts as the U.S. contact and ongoing oversight provider for clients with offshore custody arrangements.
Gulfcrest’s offshore account consulting and role as a U.S. contact for offshore clients is a distinctive service relative to most peers. The firm operates at a small scale (two advisors and a limited number of client relationships), runs concentrated allocations in its opportunistic value strategy, and does not charge performance‑based fees.
Client services
Portfolio management
Expertise
ESG / Sustainable investing
Passive / index investing
Active portfolio management
Fee options
$0 - $100,000: 0.75% $100,001 - $500,000: 0.60% $500,001 - $1,000,000: 0.50% $1,000,001+: 0.40%
Main office location
Gulfcrest Capital
433 Plaza Real Suite 275
Boca Raton FL 33432, United States
Number of offices
1
Most active in
Gulfcrest Capital has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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