DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Suncoast Equity Management, LLC
Latest filing Mar 25, 2026
First filing on the tape Nov 10, 2011 · 60 filings
SEC status approved since Aug 8, 2003
RAUM
$2.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
54%
$1.1B individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$302M
derived; firm RAUM over IAPD count
Employees
12
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
60 filings and snapshots on the tape
RAUM$2.1B as of Mar 25, 2026
Apr 10, 2012$90.3M then
HNW client RAUM$753M as of Mar 25, 2026
Mar 13, 2018$261M then
State-registered IARs (5.B.3)7 as of Mar 25, 2026
Mar 1, 20132 then
Employees (5.A)12 as of Mar 25, 2026
Mar 1, 20133 then
Private funds: no history
RAUM +13% over the last fiscal year+36% a year over threeIARs 13 to 7offices 3 to 0
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $302MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 120derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.5MderivedHNW RAUM over HNW clients
- Average account
- $1.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- -46%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +11%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $108M, 135 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$753M63%
- Individuals$397M33%
- Pension and profit-sharing plans$39.0M3.2%
- Corporations and businesses$12.7M1.1%
- Charitable organizations$891,6780.1%
- Individual clients
- 670reported
- HNW clients
- 168reported
- Pension plan clients
- 16reported
- Charitable clients
- n/areported
- Accounts
- 1,951reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $280M managedreported
- Custody of client assets
- $108M for 135 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.54 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Donald Robert Jowdy | Tampa, Fl | Oct 27, 1997 | 28 y | 0 |
| Elliott Taylor Sharp | Tampa, Fl | Jun 6, 2014 | 17 y | 1 |
| Amy Allen LordChartered Financial Analyst | Tampa, Fl | Apr 3, 2015 | 32 y | 0 |
| Daniel Thomas Mcnichol | Tampa, Fl | May 12, 2020 | 39 y | 1 |
| Kenneth Eugene Ororke | Tampa, Fl | Oct 11, 2021 | 36 y | 0 |
| Cole Matthew WassonChartered Financial Analyst | Tampa, Fl | Dec 4, 2022 | 10 y | 0 |
| Ronald James Campbell | Tampa, Fl | Jul 11, 2024 | 16 y | 0 |
Advisor movement
7 left, 1 joined in 12 months
net -6 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 100% of current headcount7 left over 36 months
Left, latest
- Robin Lynn Cook to CaptrustJan 28, 2026 · Other
- Terri Lynn Ritchie to CaptrustJan 28, 2026 · Other
- Elizabeth Dopking Neal to CaptrustJan 28, 2026 · Other
- Jeffrey Byron Strouse to CaptrustJan 28, 2026 · Other
- Thomas Patrick Reynolds to CaptrustJan 28, 2026 · Other
- Heather Wagner Perry to CaptrustJan 28, 2026 · Other
- Frank Burkhead Wyatt to CaptrustJan 28, 2026 · Other
- Bertram Templin Martin to Collaboration Capital LLCDec 16, 2020 · RIA to RIA
Joined, latest
- Thomas Patrick Reynolds from Fisher InvestmentsNov 19, 2025 · RIA to RIA
- Heather Wagner Perry from Truist Advisory Services, Inc.Jun 14, 2024 · Affiliated broker-dealer or bank to independent RIA
- Elizabeth Dopking Neal from Morgan StanleyJan 27, 2023 · Wirehouse to independent RIA
- Frank Burkhead Wyatt from Vanguard Advisers, Inc.Dec 13, 2022 · Affiliated broker-dealer or bank to independent RIA
- Jeffrey Byron Strouse from UBS Financial Services Inc.Jul 12, 2022 · Wirehouse to independent RIA
- Daniel Thomas Mcnichol from Snow Capital Management, L.P.May 12, 2020 · RIA to RIA
- Terri Lynn Ritchie from Morgan StanleySep 27, 2019 · Wirehouse to independent RIA
- Bertram Templin Martin from Transamerica Financial Advisors, LLCAug 9, 2016 · Other
- Elliott Taylor Sharp from Private Capital Management, LPJun 6, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Robert Donald Jowdy · Managing Membercontrolsince 09/1997 · owns 75% or more
- Daniel Mcnichol · Presidentsince 04/2020 · owns less than 5%
- Eugene Kenneth Ororke · Chief Executive Officersince 07/2021 · owns less than 5%
- Taylor Elliott Sharp · Chief Compliance Officersince 03/2014 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Tampa, Fl · principal | 7 | 0 | 6 | 1 | |
| Charlotte, Nc | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Tampa, FL4 employees
- Highlands, NC
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Mar 25, 2026accounts (Item 5.F.2.f) moved from 810.0 to 1,951.0 (+141.0%) between the annual amendments of 2025-04-29 and 2026-03-25; the peer median change was +6.0% (1206 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 97% percentile
- advisor count dropChange between filings · filing Mar 25, 2026advisory representatives (Item 5.B.3) moved from 13.0 to 7.0 (-46.0%) between the annual amendments of 2025-04-29 and 2026-03-25; the peer median change was 0.0% (999 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $1B to $5B (999) · 1.0% percentile
- employee count dropChange between filings · filing Mar 25, 2026employees (Item 5.A) moved from 20.0 to 12.0 (-40.0%) between the annual amendments of 2025-04-29 and 2026-03-25; the peer median change was +4.0% (1050 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,050) · 0.7% percentile
- office count dropChange between filings · filing Mar 25, 2026offices other than the principal office (Item 1.F.5) moved from 3.0 to 0.0 (-100.0%) between the annual amendments of 2025-04-29 and 2026-03-25; the peer median change was 0.0% (379 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $1B to $5B (379) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 810 to 1,951Apr 29, 2025 to Mar 25, 2026
- Advisory employees · 13 to 7Apr 29, 2025 to Mar 25, 2026
- Corporate clients · 15 to 13Apr 29, 2025 to Mar 25, 2026
- HNW clients · 160 to 168Apr 29, 2025 to Mar 25, 2026
- Individual clients · 598 to 670Apr 29, 2025 to Mar 25, 2026
- Pension plan clients · 18 to 16Apr 29, 2025 to Mar 25, 2026
- Assets in custody · $88.1M to $108MApr 29, 2025 to Mar 25, 2026
- Employees · 20 to 12Apr 29, 2025 to Mar 25, 2026
- State-registered IARs · 13 to 7Apr 29, 2025 to Mar 25, 2026
- Other offices · 3 to 0Apr 29, 2025 to Mar 25, 2026
- Discretionary RAUM · $1.9B to $2.1BApr 29, 2025 to Mar 25, 2026
- HNW RAUM · $700M to $753MApr 29, 2025 to Mar 25, 2026
- Individual RAUM · $333M to $397MApr 29, 2025 to Mar 25, 2026
- Pension RAUM · $36.3M to $39.0MApr 29, 2025 to Mar 25, 2026
- RAUM · $1.9B to $2.1BApr 29, 2025 to Mar 25, 2026
- Wrap assets (manager) · $224M to $280MApr 29, 2025 to Mar 25, 2026
- Accounts · 1,361 to 810Jun 25, 2024 to Apr 29, 2025
- Advisory employees · 11 to 13Jun 25, 2024 to Apr 29, 2025
- Corporate clients · 27 to 15Jun 25, 2024 to Apr 29, 2025
- HNW clients · 145 to 160Jun 25, 2024 to Apr 29, 2025
- Individual clients · 635 to 598Jun 25, 2024 to Apr 29, 2025
- Pension plan clients · 17 to 18Jun 25, 2024 to Apr 29, 2025
- Assets in custody · $82.6M to $88.1MJun 25, 2024 to Apr 29, 2025
- Employees · 16 to 20Jun 25, 2024 to Apr 29, 2025
- Financial planning clients · 0 to 0Jun 25, 2024 to Apr 29, 2025
- State-registered IARs · 11 to 13Jun 25, 2024 to Apr 29, 2025
- Other offices · 2 to 3Jun 25, 2024 to Apr 29, 2025
- Discretionary RAUM · $1.4B to $1.9BJun 25, 2024 to Apr 29, 2025
- HNW RAUM · $562M to $700MJun 25, 2024 to Apr 29, 2025
- Individual RAUM · $285M to $333MJun 25, 2024 to Apr 29, 2025
- Pension RAUM · $18.6M to $36.3MJun 25, 2024 to Apr 29, 2025
- RAUM · $1.4B to $1.9BJun 25, 2024 to Apr 29, 2025
- Wrap assets (manager) · $89.0M to $224MJun 25, 2024 to Apr 29, 2025
- Wrap assets (manager) · unset to 88999802.0May 10, 2024 to Jun 21, 2024
- Wrap assets (sponsor) · unset to 0.0May 10, 2024 to Jun 21, 2024
- Other offices · 1 to 2Mar 18, 2024 to May 10, 2024
- Accounts · 1,182 to 1,361Oct 26, 2023 to Mar 18, 2024
- Corporate clients · 11 to 27Oct 26, 2023 to Mar 18, 2024
- HNW clients · 146 to 145Oct 26, 2023 to Mar 18, 2024
- Individual clients · 569 to 635Oct 26, 2023 to Mar 18, 2024
Signals
14 dated events
- Frank Burkhead Wyatt left Suncoast Equity Management, Llc for Captrust (registered 2026-03-02)Jan 28, 2026 · Advisor changed firm · fact
- Robin Lynn Cook left Suncoast Equity Management, Llc for Captrust (registered 2026-03-02)Jan 28, 2026 · Advisor changed firm · fact
- Jeffrey Byron Strouse left Suncoast Equity Management, Llc for Captrust (registered 2026-02-27)Jan 28, 2026 · Advisor changed firm · fact
- 6 advisors left Suncoast Equity Management, LLC (Tampa, FL) for Captrust on the same dayJan 28, 2026 · Team lift-out · derived
- Heather Wagner Perry left Suncoast Equity Management, Llc for Captrust (registered 2026-03-02)Jan 28, 2026 · Advisor changed firm · fact
- Thomas Patrick Reynolds left Suncoast Equity Management, Llc for Captrust (registered 2026-02-11)Jan 28, 2026 · Advisor changed firm · fact
- Terri Lynn Ritchie left Suncoast Equity Management, Llc for Captrust (registered 2026-03-02)Jan 28, 2026 · Advisor changed firm · fact
- Elizabeth Dopking Neal left Suncoast Equity Management, Llc for Captrust (registered 2026-02-24)Jan 28, 2026 · Advisor changed firm · fact
- Suncoast Equity Management, Llc reported RAUM $1.9B, up 37% from $1.4B (2024-06-25 to 2025-04-29)Apr 29, 2025 · RAUM change · derived
- Suncoast Equity Management, Llc reported RAUM $1.4B, up 62% from $840.6M (2023-10-26 to 2024-03-18)Mar 18, 2024 · RAUM change · derived
- Suncoast Equity Management, Llc reported RAUM $1.1B, up 28% from $850.2M (2021-03-03 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- Suncoast Equity Management, Llc reported RAUM $850.2M, up 46% from $583.5M (2020-05-20 to 2021-03-03)Mar 3, 2021 · RAUM change · derived
- Suncoast Equity Management, Llc reported RAUM $583.5M, up 38% from $422.2M (2019-10-02 to 2020-03-24)Mar 24, 2020 · RAUM change · derived
- Suncoast Equity Management, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)Oct 1, 2015 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@suncoastequity.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 813-830-6062reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 813-963-0502reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/SUNCOAST-EQUITY-MANAGEMENT-INC-reportedpublic record, Form ADV, Sep 18, 2026
- Website
- SUNCOASTEQUITY.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (813) 963-0502reportedpublic record, Form ADV, Mar 25, 2026
- Contact form
- suncoastequity.com/institutional-business/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $302Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026