RIA Intel›Advisers›Florida›GULFCREST CAPITAL MANAGEMENT LLC

GULFCREST CAPITAL MANAGEMENT LLC

Advisory

BOCA RATON, FL

Data as of Feb 9, 2025 · Source: SEC Form ADV

Rank in FL

#2,446

of 2,610 advisers by AUM

Average account

$217K

across 10 accounts

AUM per adviser

$1M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2025.

Total AUM

$2M

Discretionary %

100%

Clients

10

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

SAB GROUP FINANCIAL, P.A

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SUMMIT CAPITAL MANAGEMENT GROUP, LLC

BOCA RATON, FL

$2M

-91.6% 1Y

THE LINGMERTH INC

$2M

KFI ADVISORS, LLC

$2M

JEFFREY R. JACOBS

MIAMI, FL

$2M

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