← Tributary

SUNCOAST EQUITY MANAGEMENT, LLC

TAMPA, FL · CRD 108289 · IAPD ↗ · suncoastequity.com · (813) 963-0502

$2.11BRegulatory AUM
7Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — SUNCOAST EQUITY MANAGEMENT, LLC shrank from 13 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — SUNCOAST EQUITY MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — SUNCOAST EQUITY MANAGEMENT, LLC reported RAUM up 37% ($1.36B -> $1.87B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
July 2024 — SUNCOAST EQUITY MANAGEMENT, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
55
June 2024 — SUNCOAST EQUITY MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2024 — SUNCOAST EQUITY MANAGEMENT, LLC notice-filed in NJ, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — SUNCOAST EQUITY MANAGEMENT, LLC crossed $1B in regulatory AUM ($840.6M -> $1.36B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.