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SUMMITAS INVESTMENT MANAGEMENT LLC
CRD 330721 · SEC 801-130040
OK, United States
Phone
254-275-5326
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$158.6M
Discretionary AUM
$158.6M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 41 | $157.5M |
States served
OK, TX
Official SEC filing: View on IAPD