Gulfstream Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$83,769,207
Total clients
66
76% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
17
Average account size
$1,269,230
About
Gulfstream Capital is a registered investment adviser that primarily serves affluent families with household assets above $1 million, along with high‑net‑worth individuals, families, businesses and endowments. The firm provides asset management, financial planning, family‑office and Personal CFO services, occasional project‑based consulting, and acts as investment manager for one qualified retirement plan.
The firm employs a team‑driven fundamental and quantitative process to construct diversified strategic and tactical asset allocations tailored to each client’s goals, risk tolerance and liquidity needs, and provides ongoing monitoring and quarterly reporting. In addition to traditional portfolio management, Gulfstream offers alternative and private fund investments for qualified investors and a distinct F‑4 strategy that seeks short‑term equity opportunities identified from certain SEC filings and is run in separate accounts at Interactive Brokers.
What sets Gulfstream apart from many peers is its role as a sponsor/manager of multiple private pooled vehicles — for example, Gulfstream Capital Farmland Fund II and Gulfstream Gov REIT, as well as several private equity/pooled investment entities — all of which are closed to new investors. The firm also accepts performance‑based fee arrangements for certain qualified accounts and hosts an annual educational seminar for clients and prospects, disclosures and conflict‑mitigation measures for which are described in its brochure.
Client services
Expertise
Fee options
2% flat fee daily average balance for F-4 Strategy; negotiated monthly fees for Personal CFO services; project fees vary
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.25% $100,000,001+: 0.20%
$75.00 - $500.00 per hour depending on personnel
20% of profits quarterly for qualified clients on F-4 Strategy and certain private funds
Monthly fees for Personal CFO services, negotiated on a case-by-case basis
Account minimum: $1,000,000
Main office location
Gulfstream Capital
5731 Lyons View Pike, Suite 214
Knoxville TN 37919, United States
Number of offices
3
Most active in
Colorado · North Carolina · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")