Gulfstream Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$67,607,275
Clients
66
Advisors
3
across 2 offices
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
Expertise
Fee options
2% flat fee daily average balance for F-4 Strategy; negotiated monthly fees for Personal CFO services; project fees vary
$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%
$75.00 - $500.00 per hour depending on personnel
20% of profits quarterly for qualified clients on F-4 Strategy and certain private funds
Monthly fees for Personal CFO services, negotiated on a case-by-case basis
Account minimum: $1,000,000
Main office
See office5731 Lyons View Pike, Suite 214
Knoxville TN 37919
Advisors at this office
2
Offices (2)
Most active in
Colorado · North Carolina · Tennessee
Also doing business as
Gulfstream Capital · Gulfstream Capital Corporation · Gulfstream Capital LLC · Gulfstream Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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 credentials and has previously operated his own advisory firm, Gaffney Capital Management. In addition to his advisory work, he has been a self-employed financial writer since 2015, focusing on investing, hedge funds, and SEC filings analysis. Gulfstream Capital serves affluent families, high-net-worth individuals, businesses, and endowments by providing asset management, financial planning, family-office, and Personal CFO services. The firm uses a team-driven fundamental and quantitative approach to create diversified asset allocations tailored to clients’ specific goals and risk tolerances, and it sponsors multiple private pooled investment vehicles.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)