Wealth manager, independent · Tampa, FL
Suncoast Equity Management, LLC
SEC-registered investment adviser · CRD 108289 · SEC 801-62262
At a glance
Suncoast Equity Management, LLC is an SEC-registered investment adviser based in Tampa, Florida, with $2.1B in regulatory assets under management as of its Form ADV filed March 25, 2026. It reports 838 individual clients, 168 of them high-net-worth, holding an average of about $1.4 million each, and 12 employees. That ranks it 526th among the nation’s 5,657 independent wealth management RIAs and 28th of 343 in Florida. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 813-963-0502suncoastequity.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.1B
- Rank among independent wealth managers
- #526 of 5,657
- Rank among all SEC RIAs
- #3,512 of 17,210
- Rank in Florida
- #28 of 343
- Individual clients
- 838
- High-net-worth clients
- 168
- Accounts
- 1,951
- Discretionary
- 100% of AUM
- Employees
- 12
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Donald R. JowdyManaging Member
- Elliott T. SharpChief Compliance Officer
- Daniel McNicholPresident
- Kenneth E. OrorkeChief Executive Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Suncoast Equity Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 3 | $912M | 43% |
| High-net-worth individuals | 168 | $753M | 36% |
| Individuals | 670 | $397M | 19% |
| Pension and profit sharing plans | 16 | $39M | 2% |
| Corporations or other businesses | 13 | $13M | <1% |
| Charitable organizations | – | $1M | <1% |
Disciplinary disclosures
Suncoast Equity Management, LLC 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
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗suncoastequity.com ↗
AtlasMembers
The full record on Suncoast Equity Management, LLC
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, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,868 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Fidelis CapitalTampa | $2.3B | 218 |
| Koss-Olinger Consulting, LLC.Gainesville | $2.2B | 650 |
| Heritage Investment Group, Inc.Pompano Beach | $2.2B | 894 |
| Indivisible PartnersClearwater | $2.1B | 534 |
| Provise Management Group, LLCClearwater | $2.0B | 1,139 |
| 3edge Asset Management, LPNaples | $2.0B | 1,489 |
Background
Questions
How much does Suncoast Equity Management, LLC manage?
Suncoast Equity Management, LLC reports $2.1B in regulatory assets under management across 1,951 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
How many clients does Suncoast Equity Management, LLC have?
It reports 838 individual clients: 168 high-net-worth individuals and 670 other individuals. Individuals account for about 54% of its regulatory assets.
Where is Suncoast Equity Management, LLC headquartered?
Its main office is in Tampa, Florida. It reports 1 office in total and 12 employees, 7 of whom perform investment advisory functions.
How does Suncoast Equity Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Suncoast Equity Management, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 25, 2026, it reports these amounts held: Charles Schwab ($922M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Suncoast Equity Management, LLC a hybrid RIA with a broker-dealer?
Suncoast Equity Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Suncoast Equity Management, LLC a fiduciary?
As an SEC-registered investment adviser, Suncoast Equity Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Suncoast Equity Management, LLC’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 (2026-03-25), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →