Suncoast Prosperity Advisors practice

Transaction overview

Reported joined

Exact closing date not established.

CAPTRUST reported that the Suncoast Prosperity Advisors wealth management practice joined in January 2026. The practice came from Suncoast Equity Management, which continued operating independently. The exact closing day was not disclosed.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.