Investment adviser · CRD 108289
SUNCOAST EQUITY MANAGEMENT, LLC
Investment adviser filing (IA)
TAMPA, FL, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $2.11B Form ADV · Item 5.F
- Client accounts
- 1,951 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 3 | $912,247,408 | 43.1% |
| High-net-worth individuals | 168 | $752,780,117 | 35.6% |
| Individuals | 670 | $397,151,783 | 18.8% |
| Retirement plans | 16 | $38,968,736 | 1.8% |
| Corporations & businesses | 13 | $12,654,372 | 0.6% |
| Charities | Fewer than 5 | $891,678 | 0.0% |
Filing source
Form ADV 2072323 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
5550 W EXECUTIVE DR, SUITE 320TAMPA, FL, 33609, United States
CRD 108289
Filing source
Form ADV 2072323 · Mar 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.