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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-27-1997
- Office Locations
- 1
Office Locations
About Suncoast Equity Management, LLC
Suncoast Equity Management is a Tampa, FL RIA serving individuals and families as well as institutions and financial advisors with discretionary asset management and coordinated planning support (financial, tax/estate, trust advisory). Its core offering is focused equity investing via a proprietary SEM-DIS systematic, margin-of-safety process that targets long-term growth with attention to downside risk, with the team investing alongside clients. Custody includes Charles Schwab.
Team overview
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Accredited Investors
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Investment Themes
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Platform
Services
Technology
Owner & Executives
DONALD ROBERT JOWDY
Chief Investment Officer, Managing Member
- CRD
- #2317293
- Ownership
- 75% or more
DANIEL THOMAS MCNICHOL
Financial Advisor, General Partner, President
- CRD
- #1665814
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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RONALD JAMES CAMPBELL
--
- CRD
- #7922634
AMY ALLEN LORD
Managing Director
- CRD
- #2269391
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,114,694,094 | $1,083,903 |
| Non-Discretionary | $0 | -- |
| Total | $2,114,694,094 | $1,083,903 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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