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SUNCAP MANAGEMENT
Legal name: SUNCOAST CAPITAL MANAGEMENT
CRD 304638File 801-117295
APPROVED
Retail clients
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$380.0M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $380.0M
Clients
105
105 accounts
Employees
4
Above cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 30, 2019
- Principal office
- 2021 LAKESHORE DRIVE, SUITE 200, NEW ORLEANS, LA, 70122
- Phone
- (800) 478-6227
- Website
- https://www.4suncap.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $380.0M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $380.0M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 105
- Total accounts
- 105
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $12.0M |
| Pension and profit sharing plans | 4 | $5.0M |
| State or municipal government entities | Fewer than 5 | $350.0M |
| Individuals (other than high net worth individuals) | 75 | $13.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.