Suncoast Equity Management, LLC

RIASEC Registered

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$1.1M

Accounts

1,951

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 108289
Registered since: August 8, 2003
Website: suncoastequity.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Other43.14%
HNWI35.6%
Individuals18.78%
Pension & Profit Sharing Plans1.84%
Corporations / Businesses0.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Suncoast Equity Management, LLC is an independent, individual-owned registered investment adviser that has been SEC registered since 2003. The firm provides fee-based portfolio management and financial planning primarily for individuals and families, but also for small businesses and institutional clients. Its advisory services include financial planning and discretionary portfolio management for both individual/small-business accounts and business or institutional accounts. The firm reports a preference for equity investing, does not position itself as a capital allocator, and is not identified as an active ESG investor. Suncoast maintains an industry affiliation with an insurance company.