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SUNCAP MANAGEMENT
SUNCOAST CAPITAL MANAGEMENT
CRD 304638 · SEC 801-117295
2021 LAKESHORE DRIVE, SUITE 200, NEW ORLEANS, LA, 70122, United States
Phone
(800) 478-6227
Fax
504-814-9721
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$380.0M
Discretionary AUM
$0
Team
4 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $13.0M |
| High net worth individuals | 25 | $12.0M |
| Pension/profit sharing plans | 4 | $5.0M |
| State/municipal entities | 1 | $350.0M |
All web addresses on file
Official SEC filing: View on IAPD