RIA Intel›Advisers›Florida›SUNCOAST EQUITY MANAGEMENT, LLC

SUNCOAST EQUITY MANAGEMENT, LLC

Advisory

N·TAMPA, FL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$2.1B
1-Year AUM Growth
+36.8%
3-Year CAGR
+19.6%
Employees
7
Assets Under Management
Total AUM$2.1B
Discretionary AUM$2.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients809
Team
Total Employees7
Investment Advisers12
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record73
First FilingAug 1, 2003
Latest FilingMar 25, 2026
🔒 Full AUM trend chart and 73 historical filings spanning 23+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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