RIA Intel›Advisers›Tennessee›GULFSTREAM CAPITAL LLC

GULFSTREAM CAPITAL LLC

Advisory

KNOXVILLE, TN

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in TN

#302

of 380 advisers by AUM

Average account

$210K

across 399 accounts

AUM per adviser

$21M

4 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$84M

Discretionary AUM$65M

Non-Discretionary AUM$19M

Discretionary %77.4%

Total Clients73

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, NC, TN

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

73 clients

50 high-net-worth

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

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

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ALONGSIDE WEALTH ADVISORS, LLC

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MCCARTER INVESTMENTS, LLC

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