GULFCOAST FINANCIAL SERVICES, INC.

CRD 137201 · SEC 801-68221

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248 N. MARION AVENUE, SUITE 101, LAKE CITY, FL, 32055, United States

Phone

386-755-9018

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$76.9M

Discretionary AUM

$76.9M

Team

7 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-03-04

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsASSET ALLOCATION SERVICES

Client types

Type	Clients	AUM
Individuals	263	$57.8M
High net worth individuals	19	$19.1M

All web addresses on file

HTTPS://WWW.GULFCOASTFINANCIAL.NET
HTTPS://WWW.LINKEDIN.COM/COMPANY/GULFCOAST-FINANCIAL-SVC
https://www.youtube.com/@GulfCoastFin
HTTPS://WWW.FACEBOOK.COM/GULFCOASTFINANCIALLAKECITY/
HTTPS://TWITTER.COM/GULFCOASTFIN
https://www.linkedin.com/in/johnkuykendall

Official SEC filing: View on IAPD