Suncap Management - Investment Advisers
Legal name: Suncoast Capital Management
Investment Adviser headquartered in New Orleans, Louisiana · Invest
About Suncap Management
Suncoast Capital Management LLC, which also goes by SunCap, is an investment adviser headquartered in New Orleans, Louisiana. The firm is also listed among the investment advisers in Louisiana. It reports $380 million in regulatory assets under management and four employees. The firm offers wealth management and financial planning, including personalized investment advisory services for individuals, families, and organizations. Its approach centers on relationship-driven guidance, planning, and regular communication with clients. It also provides planning resources and a client portal intended to help clients follow their own financial picture. The firm states that when it acts as an investment adviser, it must put clients' interests ahead of its own, and it describes its fiduciary approach as keeping decisions tied to each client's long-term goals. The firm describes itself as still growing, with a focus on building lasting client relationships and providing financial guidance and planning support.
Key Facts
- Assets Under Management
- $380M
- Employees
- 4
- SEC File Number
- 801-117295
More Investment Advisers in Louisiana
Newedge Advisors
New Orleans, LA
Bernhard Capital Partners Management, LP
Baton Rouge, LA
Maritime Partners, LLC
Metairie, LA
Stokes Family Office LLC
New Orleans, LA
Waters, Parkerson & Co., LLC
New Orleans, LA
Orleans Capital Management Corp
Mandeville, LA
Sisung Investment Management Services LLC
Metairie, LA
Summit Financial Wealth Advisors
Lafayette, LA
Information is compiled from public regulator filings and may be out of date. Stock Charted does not endorse or recommend any firm.