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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-26-2024
- Office Locations
- 2
Office Locations
About Gulf Coast Financial Advisors
Gulf Coast Financial Advisors is a locally owned, independent, fee-based RIA in Alabama providing fiduciary financial planning, investment management, and tax planning, including planning for business owners and 401(k) retirement plans. Portfolios are primarily implemented with ETFs, delivered via a straightforward fee-for-service model with no proprietary products. Offices in Fairhope, Orange Beach, and Mobile.
Reported data analysis
What the numbers show
Of the latest reported AUM, 90.4% is discretionary and 9.6% is non-discretionary.
The firm reports 2 advisory representatives and 150 clients, or 75 clients per representative. That equates to $216.1K in reported AUM per client.
The profile lists 2 reported office locations and 2 years in operation. The source data was last updated on April 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Gulf Coast Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Joshua Boyd Null
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner, Owner, President
- CRD
- #6446690
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MATTHEW KEITH NELSON
Founder, Summit Legacy Advisors
- CRD
- #4050793
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,307,794 | -- |
| Non-Discretionary | $3,105,105 | -- |
| Total | $32,412,899 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Gulf Coast Financial Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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