SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Suncoast Equity Management, LLC
Tampa, FL
CRD 108289
Firm filing updated March 25, 2026 ·
- $2.1BAssets
- 7Advisory staff
- 1,951Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals670
- High net worth individuals168
- Pension and profit sharing plans16
- Corporations or other businesses13
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 670 | $397.2 million |
| High net worth individuals | 168 | $752.8 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $39.0 million |
| Charitable organizations | Fewer than 5 clients | $891,678 |
| Corporations or other businesses not listed above | 13 | $12.7 million |
| Other: "MANAGED ETF, UMA ACCOUNTS, PARTNERSHIPS, AND FOUNDATIONS" | 3 | $912.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$2.1 billion
- Accounts1,951
- DiscretionaryAll accounts
People
- Employees12
- Advisory staff7
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 108289, SEC file 801-62262.
- Registered with the SEC as an investment advisor (status date on record: August 8, 2003).
Is Suncoast Equity Management, LLC a fiduciary?
Short answer: Suncoast Equity Management, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.