Suncap Management

New Orleans, LA. Legal name: Suncoast Capital Management

$380 million managed

Call (800) 478-6227Search this firm’s advisors

About the firm

A registered investment advisory firm based in New Orleans, Louisiana. It manages about $380 million for roughly 100 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.

How they work

How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees

Typical client size ?$250,000

Assets under management ?$380 million

Individual clients100

Median years of experience–

FoundedNot stated

Services

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Advisors at Suncap Management

Contact the firm directly. This firm doesn’t list individual advisors in the official records. Call or visit the firm’s website to find out who you’d work with. (800) 478-6227

Also known as

Hackett Robertson Group · THE Hackett Group, LLC · THE Hackett Group LLC · Suncoast Capital Management · Hackett Robertson Tobe Group

About Suncap Management

How do I contact Suncap Management?

Call the main office at (800) 478-6227. The main office is at 2021 Lakeshore Drive Suite 200, New Orleans, LA 70122.

How is Suncap Management paid?

The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.

What services does Suncap Management offer?

Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers, Educational seminars and workshops.

How many advisors work at Suncap Management?

We list 0 advisors currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.