Suncoast Equity Management, Llc
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 870
- Avg AUM / client
- $2.4M
- Accounts
- 1,951
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 670 | $397M | 18.8% |
| High net worth individuals | 168 | $753M | 35.6% |
| Pension and profit sharing plans | 16 | $39.0M | 1.84% |
| Charitable organizations | Fewer than 5 clients | $892K | 0.04% |
| Corporations and other businesses | 13 | $12.7M | 0.6% |
| Other | 3 | $912M | 43.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Brown & Brown, Inc Employee Savings Plan Brown & Brown, Inc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Robert Jowdy | Managing Member | Sep 1997 (29y) | 75% or more | |
| Elliott Taylor Sharp | Chief Compliance Officer | Mar 2014 (12y) | Less than 5% | |
| Daniel Thomas Mcnichol | President | Apr 2020 (6y) | Less than 5% | |
| Kenneth Eugene Ororke | Chief Executive Officer | Jul 2021 (5y) | Less than 5% | |
| Amy Allen Lord | Registered representative | CFA | Apr 2015 (11y) | |
| Cole Matthew Wasson | Registered representative | CFA | Dec 2022 (4y) | |
| Ronald James Campbell | Registered representative | Jul 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Brown & Brown, Inc Employee Savings Plan | Brown & Brown, Inc. | 12,393 | $1.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $922M (44% of AUM) Mar 2026
- Envestnet, Inc. $364M (20% of AUM) Apr 2025
- Us Bancorp $140M (17% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗