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SUMMA CAPITAL MANAGEMENT LLC
CRD 139984
1129 STATE STREET, SUITE 29, SANTA BARBARA, CA, 93101-6763, United States
Phone
805-895-2780
Fax
866-462-9551
Registration
— (—)
Source
State registered
Total AUM
$79.7M
Discretionary AUM
$79.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $6.8M |
| High net worth individuals | 23 | $72.9M |
All web addresses on file
Official SEC filing: View on IAPD