Overview
Assets Under Management: $459 million
Headquarters: TOMBALL, TX
High-Net-Worth Clients: 30
Average Client Assets: $12 million
Frequently Asked Questions
SUMMA CORP. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113091), SUMMA CORP. is subject to fiduciary duty under federal law.
SUMMA CORP. is headquartered in TOMBALL, TX.
SUMMA CORP. serves 30 high-net-worth clients according to their SEC filing dated November 11, 2025. View client details ↓
According to their SEC Form ADV, SUMMA CORP. offers portfolio management for individuals and selection of other advisors. View all service details ↓
SUMMA CORP. manages $459 million in client assets according to their SEC filing dated November 11, 2025.
According to their SEC Form ADV, SUMMA CORP. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.95
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 66
Discretionary Accounts: 52
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 113091
Filing ID: 2027029
Last Filing Date: 2025-11-11 16:46:56
Website: 0