Gulf Coast Financial Advisors Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 329092
· Fairhope, AL
· www.gulfcoastfa.com
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ADV data as of Apr 08, 2026
- Regulatory AUM
- $32.4M
- Discretionary
- $29.3M
- Clients
- 150
- Avg AUM / client
- $216K
- Accounts
- 193
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 75 | $6.6M | 20.5% |
| High net worth individuals | 21 | $22.1M | 68.1% |
| Pension and profit sharing plans | 54 | $3.7M | 11.4% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua Boyd Null | Registered representative | Apr 2024 (2y) | ||
| Matthew Keith Nelson | Registered representative | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/08/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $29.3M (90% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 08, 2026.
View current Form ADV (SEC/IAPD) ↗