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
Suncap Management
Legal name Suncoast Capital Management
Latest filing Jul 1, 2026
First filing on the tape Aug 6, 2019 · 21 filings
SEC status approved since Jul 30, 2019
RAUM
$380M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
6.6%
$25.0M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$380M as of Jul 1, 2026
Jan 28, 2020$421M then
HNW client RAUM$12.0M as of Jul 1, 2026
Jan 28, 2020$14.0M then
State-registered IARs (5.B.3)4 as of Jul 1, 2026
Jan 28, 20202 then
Employees (5.A)4 as of Jul 1, 2026
Jan 28, 20204 then
Private funds: no history
RAUM -29% over the last fiscal year-3.3% a year over threeIARs 3 to 4offices 1 to 0
Practice profile
derived from the filing of Jul 1, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- RAUM per advisor
- $95.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 25derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $480,000derivedHNW RAUM over HNW clients
- Average account
- $3.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 93%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -6.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$350M92%
- Individuals$13.0M3.4%
- High-net-worth individuals$12.0M3.2%
- Pension and profit-sharing plans$5.0M1.3%
- Individual clients
- 75reported
- HNW clients
- 25reported
- Pension plan clients
- 4reported
- Charitable clients
- 0reported
- Accounts
- 105reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.07 fund_share=0.0 institutional_share=0.93 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Hackett Toni Antrum · President-Principalcontrolsince 03/2019 · owns 50% to 75%
- Hawkins Bernard Robertson · Chief Compliance Officer, Vice President-Principalcontrolsince 06/2019 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Louisville, KY1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Jul 1, 2026discretionary share of RAUM of 0% against a peer median of 100% (108 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: institutional managers, $100M to $500M (108) · 0.0% percentile
What changed
consecutive filings, newest first
- Business name · HACKETT ROBERTSON TOBE GROUP to SUNCAP MANAGEMENTMay 16, 2025 to May 19, 2026
- Financial planning clients · 26-50 to 11-25May 16, 2025 to May 19, 2026
- Legal name · THE HACKETT GROUP, LLC to SUNCOAST CAPITAL MANAGEMENTMay 16, 2025 to May 19, 2026
- Related adviser · true to falseMay 16, 2025 to May 19, 2026
- Advisory employees · 3 to 4May 13, 2024 to May 16, 2025
- Employees · 3 to 4May 13, 2024 to May 16, 2025
- Financial planning clients · 51-100 to 26-50May 13, 2024 to May 16, 2025
- State-registered IARs · 3 to 4May 13, 2024 to May 16, 2025
- Other offices · 1 to 0May 13, 2024 to May 16, 2025
- Organization form · Limited Liability Company to CorporationMay 13, 2024 to May 16, 2025
- Non-discretionary RAUM · $505M to $380MMay 13, 2024 to May 16, 2025
- RAUM · $505M to $380MMay 13, 2024 to May 16, 2025
- Accounts · 101 to 105Jun 6, 2023 to May 13, 2024
- Advisory activities · 4 to 5Jun 6, 2023 to May 13, 2024
- Pension plan clients · unset to 4.0Jun 6, 2023 to May 13, 2024
- Individual RAUM · $26.0M to $13.0MJun 6, 2023 to May 13, 2024
- Non-discretionary RAUM · $538M to $505MJun 6, 2023 to May 13, 2024
- Pension RAUM · $0 to $5.0MJun 6, 2023 to May 13, 2024
- RAUM · $538M to $505MJun 6, 2023 to May 13, 2024
- Related adviser · false to trueJun 6, 2023 to May 13, 2024
- Wrap assets (manager) · 0.0 to unsetJun 6, 2023 to May 13, 2024
- Wrap assets (sponsor) · 0.0 to unsetJun 6, 2023 to May 13, 2024
- Accounts · 150 to 101Mar 7, 2023 to Jun 6, 2023
- HNW clients · 47 to 25Mar 7, 2023 to Jun 6, 2023
- Individual clients · 100 to 75Mar 7, 2023 to Jun 6, 2023
- Pension plan clients · 0.0 to unsetMar 7, 2023 to Jun 6, 2023
- HNW RAUM · $20.0M to $12.0MMar 7, 2023 to Jun 6, 2023
- Individual RAUM · $50.0M to $26.0MMar 7, 2023 to Jun 6, 2023
- Non-discretionary RAUM · $570M to $538MMar 7, 2023 to Jun 6, 2023
- RAUM · $570M to $538MMar 7, 2023 to Jun 6, 2023
- Accounts · 73 to 150Feb 17, 2022 to Mar 7, 2023
- HNW clients · 5 to 47Feb 17, 2022 to Mar 7, 2023
- Individual clients · 67 to 100Feb 17, 2022 to Mar 7, 2023
- State-registered IARs · 2 to 3Feb 17, 2022 to Mar 7, 2023
- HNW RAUM · $10.0M to $20.0MFeb 17, 2022 to Mar 7, 2023
- Individual RAUM · $10.0M to $50.0MFeb 17, 2022 to Mar 7, 2023
- Non-discretionary RAUM · $500M to $570MFeb 17, 2022 to Mar 7, 2023
- RAUM · $500M to $570MFeb 17, 2022 to Mar 7, 2023
- Accounts · 71 to 73Mar 22, 2021 to Feb 17, 2022
- HNW clients · 30 to 5Mar 22, 2021 to Feb 17, 2022
Signals
2 dated events
- Hackett Robertson Group reported succeeding to the business of Another Adviser (Form ADV Item 4)Aug 6, 2019 · Succession (Item 4) · fact
- Hackett Robertson Group filed its initial SEC registration (Form ADV)Aug 6, 2019 · First SEC registration · 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
- Website
- 4suncap.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (800) 478-6227reportedpublic record, Form ADV, Jul 1, 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
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026