Suncoast Prosperity Advisors Employee Directory

Investment ManagementFlorida, United States11-50 Employees

Suncoast Prosperity Advisors operates as a division of Suncoast Equity Management LLC, providing tailored financial guidance and investment management to individuals, families, and family offices aligned with their goals and specific financial needs. For select investment advisors, planners, and institutional consultants serving pensions, endowments, and foundations, the firm offers boutique investment management centered on established large-cap growth strategies. As a registered investment adviser with the SEC, the firm is obliged to act in the best interests of its clients and to provide advice accordingly. The organization is based in Tampa, Florida, and sits within the mid-sized segment of the investment management field.

In the investment management industry, Suncoast Prosperity Advisors is positioned as a boutique, client-focused provider offering fiduciary-aligned guidance and discretionary investment management for private clients as well as select institutional relationships. A recent development, in 2026 CapTrust Financial Advisors announced the acquisition of Suncoast Prosperity Advisors, indicating a shift in its Southeast footprint.

Sign up for free to view info

Company overview Email format