Asset manager · New Orleans, LA
Suncap Management
Suncoast Capital Management · SEC-registered investment adviser · CRD 304638 · SEC 801-117295
At a glance
Suncap Management is an SEC-registered investment adviser based in New Orleans, Louisiana, with $380 million in regulatory assets under management as of its Form ADV filed July 1, 2026. Its largest client group by assets is state or municipal government entities, and it reports 100 individual clients. By Form ADV it is a asset manager, ranked 1,817th of 3,218 asset managers and 9,037th of 17,210 SEC-registered advisers by assets.
Main office 800-478-62274suncap.comAs filed on Form ADV
- Regulatory AUM
- $380M
- Rank among asset managers
- #1,817 of 3,218
- Rank among all SEC RIAs
- #9,037 of 17,210
- Rank in Louisiana
- #37 of 82
- Individual clients
- 100
- High-net-worth clients
- 25
- Accounts
- 105
- Discretionary
- 0% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Bernard H. RobertsonManaging Partner, Chief Compliance Officer
- Chadrick KennedyPartner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 1 | $350M | 92% |
| Individuals | 75 | $13M | 3% |
| High-net-worth individuals | 25 | $12M | 3% |
| Pension and profit sharing plans | 4 | $5M | 1% |
Disciplinary disclosures
Suncap Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗4suncap.com ↗
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The full record on Suncap Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 966 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Suncap Management manage?
Suncap Management reports $380 million in regulatory assets under management across 105 accounts, on its Form ADV filed July 1, 2026.
What kind of firm is Suncap Management?
Suncap Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Suncap Management’s clients?
By assets, its largest client types are state or municipal government entities ($350 million, 1 clients); individuals ($13 million, 75 clients); high-net-worth individuals ($12 million, 25 clients).
Does Suncap Management have any disciplinary history?
Suncap Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Suncap Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →