A complete list of active advisors currently associated with Summa Capital Management LLC

Warmer can help you find a great advisor at Summa Capital Management LLC or one who fits your needs even better.

Summa Capital Management advises individuals, high‑net‑worth individuals, trusts and businesses, offering discretionary investment management alongside separate financial planning and consulting engagements. The firm also facilitates client access to a third‑party account aggregation service so unmanaged outside accounts can be viewed alongside managed holdings for reporting purposes. The firm’s investment approach centers on long‑term strategic asset allocation augmented by dynamic and tactical shifts; portfolios are typically built from mutual funds, ETFs, individual equities and fixed income and may materially deviate from benchmark allocations to pursue perceived opportunities. The adviser manages accounts on a discretionary basis and regularly uses short‑term trades, margin and, in special circumstances, options or short sales to implement tactical positioning or tax‑sensitive actions. Distinctive practices noted in the brochure include a firm policy requiring clients to custody assets with a single institutional custodian (Charles Schwab) and the firm’s acceptance of in‑kind economic and technology support from that custodian, a potential conflict of interest disclosed by the firm. The firm also disclaims proxy‑voting authority, offers complimentary ad‑hoc consultations to managed clients, and manages about $80 million across fewer than 50 clients, yielding relatively concentrated assets per client compared with many peers.

To learn more about the advisors currently working at Summa Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.