Suncoast Equity Management was founded in 1998 and is principally owned by Donald Jowdy. The firm focuses on picking individual large-cap stocks, adding bonds, mutual funds or ETFs on request, and offers private equity, venture and hedge fund investments to eligible clients. It also sub-advises ETFs and manages strategies offered through other firms' wrap programs. Fees are negotiated up to a maximum of 1.00%.
Overview
- Headquarters
- Tampa, FL
- Total Firm Assets
- $2.1 billion
- Average High-Net-Worth Client Portfolio Size
- $4.5 million
- Stated Minimum Account Size
- $250,000
Recent Rankings
Fee Disclosure
Source: ADV PART 2A (2025-04-29)
· View brochure text
Latest filing: ADV PART 2A (2026-03-25)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | Up to 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Estimates use the disclosed maximum. Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 35.60%
- Number of High-Net-Worth Clients
- 168
- Total Client Accounts
- 1,951
- Discretionary Accounts
- 1,951
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 108289
- ADV PART 2A (2026-03-25) · View brochure text
- ADV PART 2A (2025-04-29) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗