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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2002
- Office Locations
- 1
Office Locations
About Gulfstream Capital, LLC
Gulfstream Capital is a Wilmington, NC fee-only investment manager and consultant serving individuals and select institutions, endowments and foundations. The firm builds globally informed, locally implemented portfolios using a core diversification approach spanning roughly 12-15 asset classes beyond traditional stock/bond mixes, with research-driven customization and advice designed to avoid investment-bank conflicts. Primary custodian: Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 10 clients, or 10 clients per representative. That equates to $3.0M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on February 22, 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
- Services
- Technology
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The full Gulfstream Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES SLADE CRUMPTON
MANAGING DIRECTOR, President
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Gulfstream Capital, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.