SUMMA CAPITAL MANAGEMENT LLC

Overview

Summa Capital Management LLC is an independent, individual-owned registered investment adviser that manages portfolios for individuals and families, with services extending to small-business owners. The firm operates on a percentage-of-AUM fee model and provides financial planning alongside discretionary portfolio management. Its reported practice centers on managing client assets through pooled public fund vehicles — primarily mutual funds — rather than direct-stock concentrated strategies. The firm does not present itself as an active ESG investor, multi-state adviser, pension consultant, or capital allocator. Discretionary management appears to be the dominant delivery model: Summa Capital Management LLC reports client relationships that are actively managed rather than purely advisory or non-discretionary. The focus on public funds suggests use of third-party managers and packaged strategies to implement asset allocation and risk management, likely combining core mutual funds with complementary sleeve allocations where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices