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Clarity before the horizon

Personalized investment advisory and financial planning built on relationship-driven guidance, so you can see your financial picture clearly, and act on it with confidence.

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Our Approach

$50,000

Account Minimum

Weekly Monitoring

Account Monitoring

SEC-Registered

Investment Adviser

Fiduciary Duty

Always

About SunCap

A firm built on relationship-driven guidance.

Suncoast Capital Management LLC, also known as SunCap, is a wealth management and financial planning firm focused on helping clients make informed financial decisions with clarity, confidence, and long-term purpose.

The firm provides personalized investment advisory and financial planning services designed to support individuals, families, and organizations through each stage of their financial journey.

More About Our Approach

Our Standard

"When we act as your investment adviser, we must act in your best interest and not place our interest ahead of yours."

— SunCap Client Relationship Summary

Advisory services, matched to how you want to be involved.

Discretionary and non-discretionary options are both available.

Portfolio Management

Strategic investment advisory and monitoring designed to protect and grow your wealth through disciplined, fiduciary management.

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Financial Planning

A comprehensive assessment of your financial situation and goals, providing a roadmap for retirement income and risk tolerance planning.

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Third-Party Adviser Selection

Identifying and coordinating specialized outside advisers to ensure your portfolio receives the most expert guidance available.

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The Team Behind Your Plan

01 / 05

Meet The Full Team

Everything we're required to show you, and want to.

Suncoast Capital Management LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

Form CRS/Relationship Summary

Services, fees, conflicts, and disciplinary history.

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ADV Part 2B

Education and background for your IAR.

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Firm ADV

Education and background for your IAR.

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Connect with SunCap

2021 Lakeshore Dr., Suite 200 New Orleans, LA 70122

Main Line: 855-478-6227