Suncoast Equity Management
Suncoast Equity Management is a Tampa-based SEC-registered boutique investment advisor managing ~$1B across three proprietary equity strategies for HNW individuals, families, and institutional clients via referrals and advisor partnerships.
- Company typePrivate
- Founded1997
- HeadquartersTampa, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Suncoast Equity Management does
Suncoast Equity Management is a privately held SEC Registered Investment Advisor founded in 1997 and headquartered in Tampa, Florida. The firm operates as a boutique investment manager and wealth advisor, serving high-net-worth individuals, families, and institutional clients (financial advisors, pensions, endowments, and foundations) primarily through referrals and intermediary relationships. It manages approximately $1 billion in assets across hundreds of individual accounts and a growing institutional book.
The firm's core products are three proprietary equity strategies: the Select Growth Portfolio (large-cap, 28.25-year track record), the Dividend Growth Portfolio (9.25-year track record, 5-star Morningstar), and the SMID Growth Portfolio (8.75-year track record), all run through the proprietary Suncoast Equity Management Disciplined Investment System (SEM-DIS). SEM-DIS is a five-step bottom-up process grounded in Benjamin Graham and Warren Buffett's 'margin of safety' framework, supported by a research database the firm has accumulated and updated over 25+ years. The firm also operates Suncoast Prosperity Advisors, a wealth management sub-brand providing tax, estate, risk, and financial planning to complement the equity strategies.
The business model is a traditional AUM-based advisory fee structure, billed quarterly in advance, with fees negotiable by client size and complexity. Distribution is dual-track: direct relationships with HNW households (emphasizing senior-advisor access) and channel partnerships with financial advisors, planners, and institutional consultants (including SMArtX TAMP). The firm is owned and led by Founder/CIO Donald R. Jowdy, with CEO Ken O'Rorke (since 2021), President Daniel T. McNichol (since 2020), Managing Director/Co-PM Eric Lynch (since July 2025), and a stable investment team with nearly two decades of tenure; the team and employees co-invest personal assets alongside clients.
Suncoast Equity Management firmographics
Firmographics- Name
- Suncoast Equity Management
- Legal name
- Suncoast Equity Management, LLC
- Website
- https://suncoastequity.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Suncoast Equity Management is a Tampa-based SEC-registered boutique investment advisor managing ~$1B across three proprietary equity strategies for HNW individuals, families, and institutional clients via referrals and advisor partnerships.
- Ownership category
- akta.pro rank
Suncoast Equity Management industry classification
Industry- Product category
- Investment Management & Wealth Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Large-Cap Equity (Active) (FSAAAIAA)
- akta.pro secondary industries
- Small-Cap Equity (Active) (FSAAAIAC), Discretionary Portfolio Management (Retail) (FSAAAAAH), Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Suncoast Equity Management is headquartered
LocationHeadquarters
- HQ city
- Tampa
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Suncoast Equity Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory and Management Fees: Fees are based on total assets under management (AUM) and are negotiable depending upon client needs and complexity of situation. Fees are billed quarterly in advance. This is a standard fee structure for SEC Registered Investment Advisors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | AUM-Based Fee Structure - negotiable based on client needs |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Suncoast Equity Management product offering
Product offeringCore offering
Suncoast Equity Management is a boutique SEC Registered Investment Advisor that manages equity portfolios for high-net-worth individuals, families, and institutional clients through three proprietary strategies (Select Growth, Dividend Growth, SMID Growth) applied via the proprietary SEM-DIS bottom-up investment process. The firm also operates a wealth management division, Suncoast Prosperity Advisors, providing comprehensive financial planning, tax planning, risk management, and estate planning services alongside portfolio management.
Product overview
Suncoast Equity Management operates as a boutique investment management firm offering three proprietary equity growth strategies as its core products: the Select Growth Portfolio (large-cap, 28+ year track record), the Dividend Growth Portfolio (dividend-focused, 9+ year track record), and the SMID Growth Portfolio (small-to-mid cap, 8+ year track record). These strategies are all managed through the firm's proprietary Suncoast Equity Management Disciplined Investment System (SEM-DIS), a bottom-up research process focused on quality businesses with sustainable competitive advantages. The firm also operates a subsidiary division called Suncoast Prosperity Advisors that provides comprehensive wealth management services including tax planning, estate planning, and financial planning to complement the investment strategies. All strategies share a common philosophy of investing in high-quality businesses for the long term while seeking to minimize downside risk through the margin of safety principle.
Differentiator
Problem solved
Functional benefit
Brands
- Suncoast Prosperity Advisors: Wealth management division providing comprehensive recommendations and plans for individuals and families encompassing equities, fixed income, tax planning, risk management, and estate planning.
Products and services
- Select Growth Portfolio
Quantifiable outcome
- Select Growth: 95.34% (gross) 90.99% (net) upside market capture with only 77.11% (gross) 80.03% (net) downside capture since inception
- +4 more outcomes
Companies that use Suncoast Equity Management
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles3 records
Suncoast Equity Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature3 records
Suncoast Equity Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Charles SchwaboperationalCharles Schwab serves as a custodian for client accounts. Clients access their accounts through Schwab's platform for reviewing account values and information.
Scale indicators9 records
Recent moves7 records
Expansion highlights5 records
Suncoast Equity Management competitors and assessment
Company assessmentMarket position
Strengths4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Suncoast Equity Management social profiles
Digital presenceSuncoast Equity Management compliance and trust
Trust signalCompliance2 records
Suncoast Equity Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Suncoast Equity Management leadership team
Management profileNumber of profiles
Profiles11 records
Suncoast Equity Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Suncoast Equity Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Suncoast Equity Management
What does Suncoast Equity Management do?
Suncoast Equity Management is a boutique SEC Registered Investment Advisor that manages equity portfolios for high-net-worth individuals, families, and institutional clients through three proprietary strategies (Select Growth, Dividend Growth, SMID Growth) applied via the proprietary SEM-DIS bottom-up investment process. The firm also operates a wealth management division, Suncoast Prosperity Advisors, providing comprehensive financial planning, tax planning, risk management, and estate planning services alongside portfolio management.
Is Suncoast Equity Management a public or private company?
Suncoast Equity Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Suncoast Equity Management founded?
Suncoast Equity Management was founded in 1997. It employs 11 to 50 people.
Where is Suncoast Equity Management based?
Suncoast Equity Management is headquartered in Tampa, United States, in the North America region.
How does Suncoast Equity Management make money?
One revenue line is on record: investment Advisory and Management Fees.
Does Suncoast Equity Management have an API?
No public API is recorded for Suncoast Equity Management.
What industry is Suncoast Equity Management in?
Suncoast Equity Management's product category is Investment Management & Wealth Advisory. Its primary akta.pro industry code is FSAAAIAA, Large-Cap Equity (Active), with a secondary code of FSAAAIAC, Small-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.