# Suncap Management

> Suncap Management is an SEC-registered investment advisory firm in New Orleans, LA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 304638
- Filed as: SUNCAP MANAGEMENT
- Legal name: Suncoast Capital Management
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Orleans, LA
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304638
- AdvisorCensus page: https://advisorcensus.com/firm/suncap-management-new-orleans-la-304638

## Quick answers

**How is Suncap Management compensated?**
On its Form ADV (Item 5.E, October 2026), Suncap Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Suncap Management located?**
Suncap Management's principal office is in New Orleans, LA, according to its Form ADV.

**Is Suncap Management registered with the SEC or a state?**
Suncap Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304638.

**How much does Suncap Management manage?**
Suncap Management reports $380,000,000 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (0% discretionary).

**How have Suncap Management's assets and staff changed since 2021?**
In the Form ADV data for Suncap Management: Regulatory assets under management: $420,000,000 in the October 2021 data and $380,000,000 in the October 2026 data, down 10%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Suncap Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); high net worth individuals (25); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Suncap Management use?**
Suncap Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Suncap Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304638

**Does Suncap Management state an account minimum?**
Its Form ADV Part 2A brochure dated June 30, 2026 says: "There is no account minimum for SunCap·s services."

**What changed in Suncap Management's recent Form ADV filings?**
In the June 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.E(2)). Changed its legal name from The Hackett Group, LLC to Suncoast Capital Management. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 30, 2026)

- Account minimum: None

> There is no account minimum for SunCap·s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $380,000,000
- Discretionary: $0
- Non-discretionary: $380,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $13,000,000 |
| High net worth individuals | 25 | $12,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $5,000,000 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 1 | $350,000,000 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 4suncap.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $420,000,000 | 3 | March 22, 2021 |
| October 2022 | $500,000,000 | 3 | February 17, 2022 |
| October 2023 | $538,000,000 | 3 | June 6, 2023 |
| October 2024 | $505,000,000 | 3 | May 13, 2024 |
| October 2025 | $380,000,000 | 4 | May 16, 2025 |
| October 2026 | $380,000,000 | 4 | July 1, 2026 |

Regulatory assets under management: $420,000,000 in the October 2021 data and $380,000,000 in the October 2026 data, down 10%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.E(2)).
- Changed its legal name from The Hackett Group, LLC to Suncoast Capital Management.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Suncap Management (CRD 304638): Form ADV filing data as of October 2026.