SUNCOAST EQUITY MANAGEMENT, LLC

CRD 108289File 801-62262

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.11B

Top 25% of cohort (national)

Discretionary AUM

$2.11B

Clients

867

1,951 accounts

Employees

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Aug 8, 2003
Principal office: 5550 W EXECUTIVE DR, SUITE 320, TAMPA, FL, 33609
Phone: (813) 963-0502
Website: HTTP://WWW.SUNCOASTEQUITY.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.11B
Discretionary AUM: $2.11B
Non-discretionary AUM: $0
Discretionary accounts: 1,951
Non-discretionary accounts: 0
Total accounts: 1,951
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	13	$12.7M
Charitable organizations	Fewer than 5	$892K
High net worth individuals	168	$752.8M
Pension and profit sharing plans	16	$39.0M
Individuals (other than high net worth individuals)	670	$397.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	870	867
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.