Overview
Assets Under Management: $133 million
Headquarters: LITTLETON, CO
High-Net-Worth Clients: 41
Average Client Assets: $2.8 million
Frequently Asked Questions
SUMMITPOINT CAPITAL MANAGEMENT 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 #336856), SUMMITPOINT CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
SUMMITPOINT CAPITAL MANAGEMENT is headquartered in LITTLETON, CO.
SUMMITPOINT CAPITAL MANAGEMENT serves 41 high-net-worth clients according to their SEC filing dated April 02, 2026. View client details ↓
According to their SEC Form ADV, SUMMITPOINT CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
SUMMITPOINT CAPITAL MANAGEMENT manages $133 million in client assets according to their SEC filing dated April 02, 2026.
According to their SEC Form ADV, SUMMITPOINT CAPITAL MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.41%
Average Client Assets: $2.8 million
Total Client Accounts: 346
Discretionary Accounts: 346
Regulatory Filings
CRD Number: 336856
Filing ID: 2091363
Last Filing Date: 2026-04-02 14:28:19