Gulfcoast Financial Services, Inc.

GulfCoast Financial Services, Inc. is a Registered Investment Adviser based in Lake City, Florida, providing investment advisory services since 2006. The firm emphasizes fiscal responsibility and personalized financial planning solutions tailored to clients' unique values and life goals. Services include advice on economic and investment environments, financial plan construction, asset allocation design, investment and risk management strategy implementation, and investment performance monitoring. The firm offers discretionary investment management services, private (alternative) investments, and financial planning services. GulfCoast Financial Services requires a minimum initial investment of $25,000, which may be waived under certain circumstances. Fees for investment management services are based on a percentage of assets under management, with fee breaks for increasing portfolio sizes. The firm may charge a one-time initial set-up fee and adjusts fees based on complexity and additional time required for client accounts. Clients have investment discretion and can terminate services with a 30-day notice. The firm does not vote proxies on behalf of clients and does not have custody of client funds. John Kuykendall, the firm's principal owner, has extensive educational background and business experience, with no reportable disciplinary events in the past ten years. He is also a registered representative with Kovack Securities, Inc. and licensed as an independent insurance agent. John Kuykendall serves as the Chief Compliance Officer and the sole Investment Advisory Representative of GulfCoast Financial Services, Inc.