SUMMIT CAPITAL INC.
CRD 121335 · SEC 801-122654
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$176.6M
Discretionary AUM
$176.6M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 119 | $66.5M |
| High net worth individuals | 74 | $108.5M |
| Pension/profit sharing plans | 3 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD