# Gulfstream Capital, LLC

> Gulfstream Capital, LLC is a state-registered investment advisory firm in Wrightsville Beach, NC, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 22, 2026.

- CRD: 120669
- Filed as: GULFSTREAM CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wrightsville Beach, NC
- Filing period: October 2026
- Form ADV filing dated: February 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120669
- AdvisorCensus page: https://advisorcensus.com/firm/gulfstream-capital-llc-wrightsville-beach-nc-120669

## Quick answers

**How is Gulfstream Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gulfstream Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Gulfstream Capital, LLC located?**
Gulfstream Capital, LLC's principal office is in Wrightsville Beach, NC, according to its Form ADV.

**Is Gulfstream Capital, LLC registered with the SEC or a state?**
Gulfstream Capital, LLC is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 120669.

**How much does Gulfstream Capital, LLC manage?**
Gulfstream Capital, LLC reports $30,000,000 in regulatory assets under management in its Form ADV filing dated February 22, 2026 (100% discretionary).

**What types of clients does Gulfstream Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does Gulfstream Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120669

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $30,000,000
- Discretionary: $30,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $30,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gulfstream Capital, LLC (CRD 120669): Form ADV filing data as of October 2026.