Summit Capital Inc.
Firm details
- Headquarters
- ,
- CRD number
- 121335
- Registered since
- November 5, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.46%
- Individuals37.67%
- Pension & Profit Sharing Plans0.86%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Summit Capital Inc. is a small, SEC-registered advisory corporation (registered in 2021) that manages portfolios primarily for individuals, families and small businesses, with some institutional relationships. The firm is owner-operated and charges clients on a percentage-of-assets-under-management basis. Its advisory activities include discretionary portfolio management for individuals and small businesses and the publication of periodicals or newsletters. Summit does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities74%
- Public Funds/Mutual Funds15%
- US Government Bonds7%
- Other2%
- Investment Grade Corp Bonds1%
Contacts
3 of 3Karen Onorato
OwnerCRD 8227414
David Kuhr
Financial Operations PrincipalCRD 2317114
Michael Kelley
Vice PresidentCRD 6146459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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