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 registered investment adviser organized as an LLC and SEC-registered since 2003. The firm is owner-operated and manages portfolios for individuals and families as well as institutional and business clients. Its stated advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Compensation is fee-based on a percentage of assets under management. Suncoast reports a preference for equities and does not position itself as an active ESG investor or multi-state adviser.
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 3
Elliott Sharp
COO & CCOCRD 5538537
Donald Jowdy
Founder & Chief Investment OfficerCRD 2317293
Kenneth Ororke
Chief Executive OfficerCRD 2008129
Contacts
3 of 4
Amy 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 2Active vs passive
$1.1M in ETFs
33%
$354K
0%
$736K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SUNCOAST SELECT GROWTH ETF (SEMG) | $736K | 27,756 | 67.51% |
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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