Summa Corp.
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 113091
- Registered since
- June 8, 2016
- Custodians
- J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC, BANQUE PICTET & CIE SA, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.39%
- Other Investment Advisers7.92%
- Individuals2.13%
- Corporations / Businesses0.56%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Summa Corp. is an independent registered investment adviser formed in 2016 that serves both individual/family clients and institutional accounts. The firm operates as a capital allocator, combining direct portfolio management for individuals and small businesses with the selection of third‑party managers. Its fee arrangements include both percentage‑of‑AUM billing and fixed fees. Summa reports that it is not an active ESG investor and does not identify as a multi‑state adviser; ownership is a mix of a domestic entity and an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Investment Grade Corp Bonds14%
- Derivatives7%
- Sovereign Bonds5%
- Public Funds/Mutual Funds5%
Owners & executives
1 of 1
Alonso Valenzuela Del Rio
Chief Executive OfficerCRD 3243583
Contacts
2 of 2Maria Bernaldo De Quiros
PresidentCRD 1793154
Rodrigo De La Garza
DirectorCRD 2533089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
The Woodlands, TX
Montgomery
Location
The Woodlands, TX
Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 1790 Hughes Landing Blvd
- Time zone
- CT (UTC-6)
- Office locations
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