{
  "crd_number": 108289,
  "slug": "suncoast-equity-management-llc-tampa-fl-108289",
  "primary_business_name": "SUNCOAST EQUITY MANAGEMENT, LLC",
  "legal_name": "SUNCOAST EQUITY MANAGEMENT, LLC",
  "dbas": [],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-08-08",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 2114694094.0,
  "raum_discretionary": 2114694094.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 12,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 912247408.0,
      "count": 3,
      "description": "MANAGED ETF, UMA ACCOUNTS, PARTNERSHIPS, AND FOUNDATIONS"
    },
    "charitable": {
      "raum": 891678.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 397151783.0,
      "count": 670
    },
    "pension_profit_sharing": {
      "raum": 38968736.0,
      "count": 16
    },
    "high_net_worth_individuals": {
      "raum": 752780117.0,
      "count": 168
    },
    "corporations_other_businesses": {
      "raum": 12654372.0,
      "count": 13
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CT",
    "FL",
    "GA",
    "IL",
    "IN",
    "LA",
    "MA",
    "MD",
    "MI",
    "NC",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "PA",
    "SC",
    "TX",
    "VA",
    "VT",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/SUNCOAST-EQUITY-MANAGEMENT-INC-",
    "https://suncoastequity.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108289",
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/suncoast-equity-management-llc-tampa-fl-108289",
  "display_name": "Suncoast Equity Management, LLC",
  "summary": "Suncoast Equity Management, LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2003, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Suncoast Equity Management, LLC (CRD 108289): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Suncoast Equity Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Suncoast Equity Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Suncoast Equity Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Suncoast Equity Management, LLC located?",
      "a": "Suncoast Equity Management, LLC's principal office is in Tampa, FL, according to its Form ADV; the May 2025 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Suncoast Equity Management, LLC registered with the SEC or a state?",
      "a": "Suncoast Equity Management, LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 108289."
    },
    {
      "q": "How much does Suncoast Equity Management, LLC manage?",
      "a": "Suncoast Equity Management, LLC reports $2,114,694,094 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Suncoast Equity Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Suncoast Equity Management, LLC: Regulatory assets under management: $850,160,087 in the October 2021 data and $2,114,694,094 in the October 2026 data, up 149%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Suncoast Equity Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (670); high net worth individuals (168); pension and profit sharing plans (but not the plan participants or government pension plans) (16)."
    },
    {
      "q": "Which custodians does Suncoast Equity Management, LLC use?",
      "a": "Suncoast Equity Management, LLC'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."
    },
    {
      "q": "Does Suncoast Equity Management, LLC report any disciplinary disclosures?",
      "a": "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/108289"
    },
    {
      "q": "Does Suncoast Equity Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"There is an account minimum, $250,000, which may be waived by the investment advisor, based on the needs of the client and the complexity of the situation.\""
    },
    {
      "q": "What changed in Suncoast Equity Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists the business name Suncoast Prosperity Advisors. Employees performing advisory functions went from 13 to 7. Regulatory assets under management went from $1,866,702,990 to $2,114,694,094 (+13%). No longer lists an office in Highlands, NC. No longer lists an office in Sanibel, FL. No longer lists an office in Tampa, FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 850160087.0,
      "total_employees": 10,
      "filing_date": "2021-03-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1091588569.0,
      "total_employees": 14,
      "filing_date": "2022-05-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 840639208.0,
      "total_employees": 16,
      "filing_date": "2023-08-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1364799575.0,
      "total_employees": 16,
      "filing_date": "2024-06-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1866702990.0,
      "total_employees": 20,
      "filing_date": "2025-04-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2114694094.0,
      "total_employees": 12,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Suncoast Prosperity Advisors.",
        "Employees performing advisory functions went from 13 to 7.",
        "Regulatory assets under management went from $1,866,702,990 to $2,114,694,094 (+13%).",
        "No longer lists an office in Highlands, NC.",
        "No longer lists an office in Sanibel, FL.",
        "No longer lists an office in Tampa, FL."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NE."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "SEM’s fee ranges up to  1% of total assets under management per year.",
          "SEM’s fee ranges up to 0.60% for assets being managed in a sub -advisory relationship ."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "There is an account minimum, $250,000, which may be waived by the investment advisor, based on the needs of the client  and the complexity of the situation."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.0,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "SEM’s fee ranges up to  1% of total assets under management per year.",
      "SEM’s fee ranges up to 0.60% for assets being managed in a sub -advisory relationship .",
      "There is an account minimum, $250,000, which may be waived by the investment advisor, based on the needs of the client  and the complexity of the situation."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/suncoast-equity-management-llc-tampa-fl-108289.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 670,
      "fewer_than_5": false,
      "raum": 397151783.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 168,
      "fewer_than_5": false,
      "raum": 752780117.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 38968736.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 891678.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 13,
      "fewer_than_5": false,
      "raum": 12654372.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 3,
      "fewer_than_5": false,
      "raum": 912247408.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108289",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}