Suncoast Equity Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 25, 2026, reports $2.1B in regulatory assets under management, 12 employees, and 1,951 accounts.
Assets Under Management
$2.1B
Employees
12
Offices
--
Total Clients
870
Primary office
TAMPA, FL
5550 W EXECUTIVE DR, SUITE 320, TAMPA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.0% of total clients.
Top client categories% of clientsClients
1
Individuals
77.0%
670
2
HNWI
19.3%
168
3
Pension Plans
1.8%
16
4
Corporations
1.5%
13
5
MANAGED ETF, UMA ACCOUNTS, PARTNERSHIPS, AND FOUNDATIONS
0.3%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of March 25, 2026
Discretionary100.0%
$2.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.1B
Total Accounts1,951
10Y AUM Change+$1.8B (+497.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee73:1
10Y Employee Change+5 (+71.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.