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SUNCOAST CAPITAL MANAGEMENT

Advisory

N·NEW ORLEANS, LA

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM

$380M

1-Year AUM Growth

-6.1%

3-Year CAGR

+6.0%

Employees

4

Assets Under Management

Total AUM$380M

Discretionary AUM$0

Non-Discretionary AUM$380M

Discretionary %0%

Total Clients105

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record16

First FilingAug 6, 2019

Latest FilingJul 1, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SUNCOAST CAPITAL MANAGEMENT

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.