# Suncoast Equity Management, LLC

> 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.

- CRD: 108289
- Filed as: SUNCOAST EQUITY MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108289
- AdvisorCensus page: https://advisorcensus.com/firm/suncoast-equity-management-llc-tampa-fl-108289

## Quick answers

**How is Suncoast Equity Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Suncoast Equity Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Suncoast Equity Management, LLC's brochure say about its fees?**
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.

**Where is Suncoast Equity Management, LLC located?**
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).

**Is Suncoast Equity Management, LLC registered with the SEC or a state?**
Suncoast Equity Management, LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 108289.

**How much does Suncoast Equity Management, LLC manage?**
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).

**How have Suncoast Equity Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Suncoast Equity Management, LLC serve?**
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).

**Which custodians does Suncoast Equity Management, LLC use?**
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.

**Does Suncoast Equity Management, LLC 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/108289

**Does Suncoast Equity Management, LLC state an account minimum?**
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."

**What changed in Suncoast Equity Management, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> 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 .

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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.

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: $2,114,694,094
- Discretionary: $2,114,694,094
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 670 | $397,151,783 |
| High net worth individuals | 168 | $752,780,117 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $38,968,736 |
| Charitable organizations | Fewer than 5 | $891,678 |
| Corporations or other businesses not listed above | 13 | $12,654,372 |
| Other | 3 | $912,247,408 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2003 (23 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, CT, FL, GA, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2025 filing
- Highlands, NC
- Sanibel, FL
- Tampa, FL

### Websites listed on Form ADV (Item 1.I)
- suncoastequity.com
- LinkedIn @SUNCOAST-EQUITY-MANAGEMENT-INC-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $850,160,087 | 10 | March 3, 2021 |
| October 2022 | $1,091,588,569 | 14 | May 5, 2022 |
| October 2023 | $840,639,208 | 16 | August 29, 2023 |
| October 2024 | $1,364,799,575 | 16 | June 25, 2024 |
| October 2025 | $1,866,702,990 | 20 | April 29, 2025 |
| October 2026 | $2,114,694,094 | 12 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

### January 2026
- No longer registered or notice-filed in NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Suncoast Equity Management, LLC (CRD 108289): Form ADV filing data as of October 2026.