About SunCap
Who we are, how we work, and what we believe every client deserves to understand about their own money.
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. SunCap's approach emphasizes relationship-driven guidance, thoughtful planning, and ongoing communication to help clients better understand their financial picture and available options.
SunCap is committed to delivering professional, client-focused service while providing access to planning resources, investment guidance, and client portal tools that support transparency and engagement.
As the firm continues to grow, SunCap remains focused on building lasting client relationships, providing clear financial guidance, and creating an accessible experience for clients seeking support with wealth management and financial planning needs.
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
At a Glance
- SEC-registered investment adviser
- $50,000 account minimum
- Weekly account monitoring
- Discretionary & non-discretionary options
- Fiduciary standard of care
- Relationship-driven approach
- Tailored financial planning
- Transparent fee structure
Guided by Clarity
At Suncoast Capital Management, we believe that financial success is built on a foundation of trust and transparency. Our fiduciary approach ensures that every decision is made with your long-term goals in mind, providing the clarity and confidence needed to navigate the complexities of wealth management.