Gulfstream Capital logo

Gulfstream Capital

Updated today

Client assets under management

$67,607,275

Clients

66

76% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

17

Very Low

Average account size

$1,024,353

About

Gulfstream Capital is a registered investment adviser that primarily serves affluent families with household assets above $1 million, along with high‑net‑worth individuals, families, businesses and endowments. The firm provides asset management, financial planning, family‑office and Personal CFO services, occasional project‑based consulting, and acts as investment manager for one qualified retirement plan.

The firm employs a team‑driven fundamental and quantitative process to construct diversified strategic and tactical asset allocations tailored to each client’s goals, risk tolerance and liquidity needs, and provides ongoing monitoring and quarterly reporting. In addition to traditional portfolio management, Gulfstream offers alternative and private fund investments for qualified investors and a distinct F‑4 strategy that seeks short‑term equity opportunities identified from certain SEC filings and is run in separate accounts at Interactive Brokers.

What sets Gulfstream apart from many peers is its role as a sponsor/manager of multiple private pooled vehicles — for example, Gulfstream Capital Farmland Fund II and Gulfstream Gov REIT, as well as several private equity/pooled investment entities — all of which are closed to new investors. The firm also accepts performance‑based fee arrangements for certain qualified accounts and hosts an annual educational seminar for clients and prospects, disclosures and conflict‑mitigation measures for which are described in its brochure.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Private / alternative investments Real estate investing Active portfolio management Wealth management

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Fee options

Fixed

2% flat fee daily average balance for F-4 Strategy; negotiated monthly fees for Personal CFO services; project fees vary

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.25% $100,000,001+: 0.20%

Project-based

$75.00 - $500.00 per hour depending on personnel

Performance-based

20% of profits quarterly for qualified clients on F-4 Strategy and certain private funds

Subscriptions

Monthly fees for Personal CFO services, negotiated on a case-by-case basis

Other

Account minimum: $1,000,000

Main office location

Gulfstream Capital

5731 Lyons View Pike, Suite 214

Knoxville TN 37919, United States

Number of offices

3

Most active in

Colorado · North Carolina · Tennessee

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mark G

Series 63, Series 65

Nederland, CO

Gulfstream Capital

Mark Gaffney is a financial advisor at Gulfstream Capital with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gulfstream Capital since 2019. In addition to his advisory role, Gaffney has been a self-employed financial writer since 2015, focusing on investing, hedge funds, and SEC filings analysis. He is also the owner of Gaffney Capital Management, an independent investment advisory firm that currently has minimal business activity. Gulfstream Capital is a boutique registered investment adviser serving affluent families, high-net-worth individuals, businesses, and endowments. The firm uses a team-driven approach combining fundamental and quantitative analysis to create diversified asset allocations and manages private funds while providing various financial and consulting services.

Private / alternative investments Real estate investing Active portfolio management Wealth management
user avatar

Arthur M

Series 65

Knoxville, TN

Gulfstream Capital

Arthur Mccammon is a financial advisor at Gulfstream Capital with six years of industry experience. He holds a Series 65 designation and has worked at Gulfstream Capital since 2017. Outside of his advisory role, he also works part-time as a bookkeeper and administrator for TrustFirst, Inc. Gulfstream Capital is a boutique registered investment adviser that serves affluent families, high-net-worth individuals, businesses, and endowments. The firm uses a team-driven blend of fundamental and quantitative analysis to create diversified asset allocations and manages private pooled investment vehicles, including a distinct high-turnover equity strategy based on SEC filings.

Private / alternative investments Real estate investing Active portfolio management Wealth management
user avatar

Katherine S

CFA®, Series 65

Knoxville, TN

Gulfstream Capital

Katherine Skurski is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Gulfstream Capital LLC since 2014 and is involved with Gulfstream Capital Farmland Fund II, LLC. Outside of her advisory role, she serves as CFO of DT Management Partners, LLC, a company that manages a franchise of youth swimming schools. Gulfstream Capital is a boutique registered investment adviser serving affluent families, high-net-worth individuals, businesses, and endowments. The firm employs a team-driven approach combining fundamental and quantitative analysis to create diversified, tailored portfolios and manages multiple private funds while providing a range of financial services.

Private / alternative investments Real estate investing Active portfolio management Wealth management
user avatar

Schuyler H

Series 63, Series 65

Knoxville, TN

Gulfstream Capital

Schuyler Huck is a financial advisor at Gulfstream Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in managing Gulfstream Capital’s private investment funds since 2013. Outside of his advisory role, Huck serves on the board of directors of Tiger Intelligence, a cybersecurity firm, primarily in a governance capacity. Gulfstream Capital is a boutique registered investment adviser serving affluent families, high-net-worth individuals, businesses, and endowments. The firm employs a team-driven approach combining fundamental and quantitative analysis to create diversified, tailored asset allocations and manages multiple private funds, which are currently closed to new investors.

Private / alternative investments Real estate investing Active portfolio management Wealth management
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