{
  "crd_number": 137201,
  "slug": "gulfcoast-financial-services-inc-lake-city-fl-137201",
  "primary_business_name": "GULFCOAST FINANCIAL SERVICES, INC.",
  "legal_name": "GULFCOAST FINANCIAL SERVICES, INC.",
  "dbas": [],
  "city": "Lake City",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "29380",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2013-03-14",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-09-15",
  "carried_forward": false,
  "raum_total": 76854209.0,
  "raum_discretionary": 76854209.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 7,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 57798826.0,
      "count": 263
    },
    "high_net_worth_individuals": {
      "raum": 19055383.0,
      "count": 19
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://facebook.com/GULFCOASTFINANCIALLAKECITY",
    "https://gulfcoastfinancial.net",
    "https://linkedin.com/COMPANY/GULFCOAST-FINANCIAL-SVC",
    "https://linkedin.com/in/johnkuykendall",
    "https://twitter.com/GULFCOASTFIN",
    "https://youtube.com/@GulfCoastFin"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137201",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "LAKE CITY",
  "url": "https://advisorcensus.com/firm/gulfcoast-financial-services-inc-lake-city-fl-137201",
  "display_name": "Gulfcoast Financial Services, Inc.",
  "summary": "Gulfcoast Financial Services, Inc. is a state-registered investment advisory firm in Lake City, FL, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.",
  "citation": "AdvisorCensus. Gulfcoast Financial Services, Inc. (CRD 137201): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Gulfcoast Financial Services, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gulfcoast Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Gulfcoast Financial Services, Inc. located?",
      "a": "Gulfcoast Financial Services, Inc.'s principal office is in Lake City, FL, according to its Form ADV."
    },
    {
      "q": "Is Gulfcoast Financial Services, Inc. registered with the SEC or a state?",
      "a": "Gulfcoast Financial Services, Inc. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 137201."
    },
    {
      "q": "How much does Gulfcoast Financial Services, Inc. manage?",
      "a": "Gulfcoast Financial Services, Inc. reports $76,854,209 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Gulfcoast Financial Services, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (263); high net worth individuals (19)."
    },
    {
      "q": "Does Gulfcoast Financial Services, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/137201"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/gulfcoast-financial-services-inc-lake-city-fl-137201.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 263,
      "fewer_than_5": false,
      "raum": 57798826.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 19,
      "fewer_than_5": false,
      "raum": 19055383.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137201",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}