A complete list of active advisors currently associated with Suncoast Equity Management, LLC

Warmer can help you find a great advisor at Suncoast Equity Management, LLC or one who fits your needs even better.

Suncoast Equity Management, LLC provides discretionary investment management and related financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, corporations, and exchange‑traded funds. The firm reports $2.114 billion in discretionary assets under management and focuses its money management primarily on individual large‑cap equities. SEM’s investment process emphasizes fundamental analysis and employs both long‑term and short‑term trading strategies, with alternative investments available to accredited or qualified clients under applicable regulatory criteria. The firm typically operates under discretionary authority, builds client investment policy statements to reflect risk tolerance and time horizon, and offers financial planning as a service to account holders rather than on a standalone basis. Distinctive features in the brochure include SEM’s role as a sub‑advisor to certain ETFs and the recent sale of assets tied to its Suncoast Prosperity Advisors division in early 2026, after which it remained discretionary manager for selected transferred clients. The firm discloses use of client testimonials in advertising and that it may engage third‑party promoters for referrals; it also recommends Charles Schwab Advisor Services as a primary custodian while permitting clients to direct brokerage.

To learn more about the advisors currently working at Suncoast Equity Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.