Gulf Coast Financial Advisors

RIASEC Registered

Total AUM

$32.4M

Discretionary

$29.3M

90% of AUM

Avg account

$168K

Accounts

193

Employees

Advisory reps

Firm details

Headquarters: Fairhope, Alabama
CRD number: 329092
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.08%
Individuals20.51%
Pension & Profit Sharing Plans11.41%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gulf Coast Financial Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and operates as a capital allocator and insurance broker. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers (use of subadvisors), periodic publications or newsletters, and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM, hourly charges, and fixed fees. Gulf Coast Financial Advisors does not identify as an active ESG investor.