Overview
Assets Under Management: $222 million
Headquarters: PEPPER PIKE, OH
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Frequently Asked Questions
SUMMIT CAPITAL INC. 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 #121335), SUMMIT CAPITAL INC. is subject to fiduciary duty under federal law.
SUMMIT CAPITAL INC. is headquartered in PEPPER PIKE, OH.
SUMMIT CAPITAL INC. serves 92 high-net-worth clients according to their SEC filing dated March 14, 2024. View client details ↓
According to their SEC Form ADV, SUMMIT CAPITAL INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SUMMIT CAPITAL INC. manages $222 million in client assets according to their SEC filing dated March 14, 2024.
According to their SEC Form ADV, SUMMIT CAPITAL INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 750
Discretionary Accounts: 750
Regulatory Filings
CRD Number: 121335
Last Filing Date: 2024-03-14 00:00:00
Website: https://www.summit-capital.com