Gulfstream Capital, LLC

Overview

Gulfstream Capital, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients with bespoke financial planning and portfolio management. The firm operates with a clear preference for equities and runs all of its managed assets on a discretionary basis, which indicates it exercises active portfolio decision authority on behalf of clients. Advisory work is paired with real estate brokerage activity, suggesting the firm blends investment management with practical real estate expertise when structuring client portfolios or advising on property transactions. The firm charges a mix of percentage-of-AUM fees and hourly consulting rates, positioning itself to service both ongoing wealth management relationships and project-based planning work. Gulfstream Capital is not an ESG-focused allocator and does not present itself as a multi-state adviser or pension consultant; its client base is concentrated on individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices