SUNCOAST EQUITY MANAGEMENT, LLC
Firm details
- Headquarters
- TAMPA, Florida
- CRD number
- 108289
- Registered since
- August 8, 2003
- Website
- suncoastequity.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other43.14%
- HNWI35.6%
- Individuals18.78%
- Pension & Profit Sharing Plans1.84%
- Corporations / Businesses0.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Suncoast Equity Management, LLC is an independent, SEC-registered RIA (registration recorded in 2003) organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional and business accounts. Its client-facing services center on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fees are charged as a percentage of assets under management. The firm is not positioned as a capital allocator; instead it accesses third‑party alternative fund managers. Suncoast does not identify as an active ESG investor and lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- State & Local Bonds11%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds2%
- US Government Bonds1%
Owners & executives
3 of 3ELLIOTT SHARP
COO & CCOCRD 5538537
DONALD JOWDY
Founder & Chief Investment OfficerCRD 2317293
KENNETH ORORKE
Chief Executive OfficerCRD 2008129
Contacts
3 of 4AMY LORD
Senior Vice President, Portfolio ManagerCRD 2269391
RONALD CAMPBELL
Client Development ExecutiveCRD 7922634
COLE WASSON
Vice President of InvestmentCRD 6961699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$10.3M in ETFs
66%
$6.7M
0%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $3.3M | 7,701 | 31.87% |
Location
TAMPA, FL
HILLSBOROUGH
Location
TAMPA, FL
Headquartered in TAMPA, FL, in the South of the United States.
- Region
- South
- County
- HILLSBOROUGH
- Address
- 5550 W Executive Dr
- Time zone
- ET (UTC-5)
- Office locations
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