Summit Capital Solutions LLC

Overview

Summit Capital Solutions LLC is a limited liability company that registered with the SEC in 2015 and is classified as an institutional registered investment adviser. The firm operates as an insurance broker and is affiliated with both another investment adviser and an insurance company, indicating a hybrid distribution/advice model rather than a standalone wealth manager. Ownership is reported as a mix of a domestic entity and an individual, and the adviser is marked as a related adviser to other entities. FINTRX characterizes the firm as not being a capital allocator and not active on ESG investing. Summit Capital Solutions is not registered as a multistate adviser and does not list pension consulting among its services. Compensation and engagement terms are described as "Other," suggesting fee arrangements that do not fit standard percentage-of-assets, flat-fee, or hourly boxes reported in the database.

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Location & Offices