DFX Intelligence

S••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

S••••• M•••••••••

SUNCOAST CAPITAL MANAGEMENT, CRD 304638

NEW ORLEANS, LA

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Search this name across graphsid dfx:ria:0211fafb-f2ad-c595-7c1a-bb69706846c3

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 0
Observed: Aug 6, 2019 to Jul 1, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.07 fund_share=0.0 institutional_share=0.93 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $380M••• Locked
Discretionary RAUM: $0
Private client RAUM: $25.0Mderived••• Locked
Private client share: 7%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••• T•••• H••••••	PRESIDENT-PRINCIPAL	D	yes	03/2019	Aug 6, 2019	May 13, 2024
R••••••••• B••••••• H••••••	CHIEF COMPLIANCE OFFICER, VICE PRESIDENT-PRINCIPAL	C	yes	06/2019	Aug 6, 2019	May 13, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Louisville	Ky	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	May 13, 2024

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$380M	$538M	-29.4%	$420M	-3.3%	4	3	0	1

Relationships

Controls (2)

← A•••••• T•••• H••••••OwnerPRESIDENT-PRINCIPAL, ownership code D, individual
Aug 6, 2019 to May 13, 2024factForm ADV
← R••••••••• B••••••• H••••••OwnerCHIEF COMPLIANCE OFFICER, VICE PRESIDENT-PRINCIPAL, ownership code C, individual
Aug 6, 2019 to May 13, 2024factForm ADV

Dated events

Occurred
Aug 6, 2019
Succession filed (Item 4)
Hackett Robertson Group reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 7 days ago
Occurred
Aug 6, 2019
First Form ADV filing
Hackett Robertson Group filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0211fafb-f2ad-c595-7c1a-bb69706846c3
First observed: Aug 6, 2019
Last observed: Jul 1, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.