Overview
Assets Under Management: $144 million
Headquarters: CLACKAMAS, OR
High-Net-Worth Clients: 41
Average Client Assets: $2.8 million
Frequently Asked Questions
SUMMA GLOBAL ADVISORS, LLC 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 #148713), SUMMA GLOBAL ADVISORS, LLC is subject to fiduciary duty under federal law.
SUMMA GLOBAL ADVISORS, LLC is headquartered in CLACKAMAS, OR.
SUMMA GLOBAL ADVISORS, LLC serves 41 high-net-worth clients according to their SEC filing dated April 16, 2026. View client details ↓
According to their SEC Form ADV, SUMMA GLOBAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SUMMA GLOBAL ADVISORS, LLC manages $144 million in client assets according to their SEC filing dated April 16, 2026.
According to their SEC Form ADV, SUMMA GLOBAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.65%
Average Client Assets: $2.8 million
Total Client Accounts: 352
Discretionary Accounts: 322
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 148713
Filing ID: 2094740
Last Filing Date: 2026-04-16 12:05:08