Summitpoint Capital Management
Firm details
- Headquarters
- Littleton, Colorado
- CRD number
- 336856
- Registered since
- June 17, 2025
- Website
- www.summitpoint-cap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.41%
- Individuals13.28%
- Investment Companies1.29%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Summitpoint Capital Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and businesses, pension consulting services and educational seminars. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Summitpoint does not identify as an active ESG investor and is not a multi-state adviser.
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
- Public Funds/Mutual Funds89%
- Other7%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
- State & Local Bonds1%
Owners & executives
1 of 1Amanda Bastos
Chief Compliance OfficerCRD 6974391
Contacts
2 of 2
Matthew Lengel
President & FounderCRD 6428282
Alice Regan
Associate Wealth ManagerCRD 7706327
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$102M in ETFs
74%
$75.7M
26%
$26.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $15.4M | 455,079 | 15.07% |
Location
Littleton, CO
Arapahoe
Location
Littleton, CO
Headquartered in Littleton, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 2489 W Main St
- Time zone
- MT (UTC-7)
- Office locations
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