Suncoast Equity Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Suncoast Equity Management reports 870 clients. They include 670 individual clients, 168 high-net-worth individuals, and 16 pension and profit-sharing plans. Of its assets, 100.0% ($2.11B across 1,951 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $280M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 19% |
| High-net-worth individuals | 19% | 36% |
| Pension and profit-sharing plans | 2% | 2% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 1% | <1% |
| Other client typesOther | <1% | 43% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 670 | $397M | 18.8% | $593K |
| High-net-worth individuals | 168 | $753M | 35.6% | $4.48M |
| Pension and profit-sharing plans | 16 | $39M | 1.8% | $2.44M |
| Charitable organizations | Fewer than 5 | $892K | 0.0% | — |
| Corporations and other businesses | 13 | $12.7M | 0.6% | $973K |
| Other | 3 | $912M | 43.1% | $304M |
| Total | 870 | $2.11B | 100% | — |
- Clients
- 670
- Regulatory AUM
- $397M
- AUM share
- 18.8%
- Avg. per client
- $593K
- Clients
- 168
- Regulatory AUM
- $753M
- AUM share
- 35.6%
- Avg. per client
- $4.48M
- Clients
- 16
- Regulatory AUM
- $39M
- AUM share
- 1.8%
- Avg. per client
- $2.44M
- Clients
- Fewer than 5
- Regulatory AUM
- $892K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 13
- Regulatory AUM
- $12.7M
- AUM share
- 0.6%
- Avg. per client
- $973K
- Clients
- 3
- Regulatory AUM
- $912M
- AUM share
- 43.1%
- Avg. per client
- $304M
Total
- Clients
- 870
- Regulatory AUM
- $2.11B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Suncoast Equity Management charges up to 1.00% a year for its Investment Supervisory Services Fees. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Fee details and sources
Donald Jowdy owns 75% or more of Suncoast Equity Management. Kenneth Ororke is CEO; the leadership team includes President Daniel McNichol and Chief Compliance Officer Elliott Sharp. It has 12 employees, 7 of them in advisory roles.
Leadership
- Kenneth OrorkeChief Executive Officer
- Daniel McNicholPresident
- Elliott SharpChief Compliance Officer
- Donald JowdyManaging Member
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Ronald James Campbell
- Donald Robert Jowdy
- Amy Allen Lord
- Daniel Thomas McNichol
- Kenneth Eugene Ororke
- Elliott Taylor Sharp
- Cole Matthew Wasson
Staff
- 12 employees
- 7 in advisory functions
- 7 state-registered reps
- 2 soliciting firms
- Owns 75% or more of Suncoast Equity Management, LLC
Donald Jowdy
Control person · since September 1997
Suncoast Equity Management’s regulatory assets grew 2.5× from $850M (March 2021) to $2.11B (March 2026); clients rose from 660 to 870 and employees from 10 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $2.11B | 870 | 12 | 1 |
| April 2025 | $1.87B | 809 | 20 | 4 |
| June 2024 | $1.36B | 834 | 16 | 3 |
| March 2023 | $841M | 753 | 16 | 1 |
| May 2022 | $1.09B | 814 | 14 | 1 |
| March 2021 | $850M | 660 | 10 | 1 |
Besides its headquarters, Suncoast Equity Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 5550 W Executive DR, Suite 320, TampaHQ
Contact and registration details
- Legal name
- Suncoast Equity Management, LLC
- Headquarters
- 5550 W Executive DR, Suite 320, Tampa, FL 33609
- Website
- suncoastequity.com
- Phone
- 813-963-0502
- @suncoast-equity-management-inc-
- SEC file
- 801-62262
- Structure
- Florida LLC
- Fiscal year end
- December
Suncoast Equity Management uses Charles Schwab ($922M) as custodian for its separately managed accounts. Suncoast Equity Management has custody of $108M in client assets for 135 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $922M100%
At year end, Suncoast Equity Management’s separately managed accounts were mostly in stocks (79%) and bonds (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $798M across 63 positions; the largest are Nvidia Corporation (9.9%), Microsoft Corp. (7.0%) and Alphabet Inc. (6.1%).
What the accounts hold
- Stocks79%
- Funds2%
- Bonds12%
- State and local bonds11%
- U.S. government and agency bonds1%
- Cash7%
Reported 13F holdings
- $798M
- Reported 13F value
- 63
- Positions
- 57.4%
- In the 10 largest
- −4.2%
- Value vs. prior quarter
- Nvidia Corporation9.9%
- Microsoft Corp.7.0%
- Alphabet Inc. · Cap Stk CL C6.1%
- Visa Inc. · Com CL A5.5%
- Eli Lilly & CO5.4%
- Apple Inc.5.0%
- Alphabet Inc. · Cap Stk CL A4.9%
- Broadcom Inc.4.8%
- WW Grainger Inc.4.4%
- Mckesson Corp.4.2%
Together, the ten largest are 57.4% of reported value.
How many clients does Suncoast Equity Management have?
Suncoast Equity Management has 870 clients and manages $2.11 billion for them, as of March 2026. They include 670 individual clients, 168 high-net-worth individuals, and 16 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Suncoast Equity Management offer?
Suncoast Equity Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Suncoast Equity Management charge?
Suncoast Equity Management charges up to 1.00% a year for its Investment Supervisory Services Fees. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Source: ADV PART 2A, filed 25 March 2026
Which custodians does Suncoast Equity Management use?
Suncoast Equity Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $922M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Suncoast Equity Management have?
Suncoast Equity Management has 7 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Suncoast Equity Management invest in?
At the end of its last fiscal year, Suncoast Equity Management’s separately managed accounts held 79% exchange-traded equities, 11% state and local bonds, 7% cash and equivalents, 2% registered funds (mutual funds, ETFs, BDCs) and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Suncoast Equity Management have a minimum investment?
Yes, Suncoast Equity Management’s minimum account size for its Investment Supervisory Services Fees is $250K.
Source: ADV PART 2A, filed 25 March 2026
Who owns Suncoast Equity Management?
Suncoast Equity Management’s direct owner is Donald Jowdy (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Suncoast Equity Management get paid?
Suncoast Equity Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Suncoast Equity Management registered with the SEC?
Yes, Suncoast Equity Management has been registered with the SEC as an investment adviser since 8 August 2003. Its CRD number is 108289 and its SEC file number is 801-62262.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Suncoast Equity Management?
Suncoast Equity Management’s main office is at 5550 W Executive DR, Suite 320, Tampa, FL 33609. Its phone number is 813-963-0502. Its website is suncoastequity.com.