Summa Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,451,927,814
Clients
84
Advisors
3
of 5 employees
About
Summa Corp. provides investment advisory, supervisory, consulting, and family office services to individuals, high‑net‑worth clients, corporations, and other investment advisers, offering both discretionary and non‑discretionary portfolio management and portfolio consulting. The firm also serves a notable non‑U.S. client base and maintains contractual arrangements with foreign investment advisors and a foreign solicitor to support cross‑border referrals and sub‑advisory relationships.
The firm’s investment approach emphasizes long‑term capital preservation and seeking positive absolute returns through fundamental analysis, diversification, and use of a broad range of instruments (including hedge funds and structured products), with investment decisions informed by external research providers. Portfolios are tailored to individual client objectives, monitored on a regular basis, and portfolio consulting is offered on a non‑discretionary, fixed‑fee basis.
Distinctively, Summa manages over $1.58 billion in assets, resulting in an atypically high AUM per advisor for a team firm, and it engages in both receiving and providing sub‑advisory services (including a Panamanian registered advisor), which creates cross‑referral and fee‑sharing arrangements uncommon among peers. The firm does not provide standalone financial planning services, instead concentrating on investment management, consulting, and family office‑type offerings.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually for Equity and Balanced accounts $0 - $2,000,000: 0.75% annually for Fixed Income accounts under $2 million $2,000,000+: Negotiated percentage for accounts over $2 million
Account minimum: $500,000 Fee-only: Fixed fees payable quarterly in arrears for portfolio consulting services; fixed fee consulting arrangements invoiced quarterly in advance.
Main office
1790 Hughes Landing Blvd., Suite 470
The Woodlands TX 77380
Advisors at this office
3
Most active in
Texas
Also doing business as
Summa Corp. · Summa Securities Corp.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Alonso V
Series 63, Series 65, Series 66
The Woodlands, TX
Summa Corp.
Alonso Valenzuela Del Rio is a financial advisor at Summa Corp. with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Goldman Sachs & Co. for 11 years. Summa Corp. provides investment advisory, consulting, and family office services to individuals, high-net-worth clients, corporations, and other investment advisers. The firm emphasizes long-term capital preservation and seeks positive absolute returns through fundamental analysis and diversification, managing over $1.58 billion in assets with a focus on investment management and consulting rather than standalone financial planning.
Rodrigo D
Series 63, Series 66
The Woodlands, TX
Summa Corp.
Rodrigo De La Garza is a financial advisor with Summa Corp. in The Woodlands, TX, holding Series 63 and 66 licenses and bringing 31 years of industry experience. His career includes roles at Investment Placement Group, Insight Securities Inc., Laradorbecker Securities Corporation, and Lba Advisors LLC. Outside of advisory work, he has a passive investment in Masters Destillers, LLC, a company involved in the production, distribution, and marketing of Salvador Mezcal. Summa Corp. provides investment advisory, supervisory, consulting, and family office services to individuals, high-net-worth clients, corporations, and other advisers, including a notable non-U.S. client base. The firm emphasizes long-term capital preservation and positive absolute returns through fundamental analysis and diversified strategies, managing over $1.58 billion in assets and engaging in sub-advisory arrangements that support cross-border referrals.
Maria B
Series 63
The Woodlands, TX
Summa Corp.
Maria Bernaldo De Quiros is a financial advisor with Summa Corp. in The Woodlands, TX, holding a Series 63 license and bringing 37 years of industry experience. She has worked at Summa Corp. and Summa Holdings, Inc. since 2001 and was previously with InSight Securities, Inc. from 2014 to 2019. Outside of her advisory role, she acts as a sub-advisor for a Panamanian investment advisory firm, providing recommendations and asset allocation advice. Summa Corp. offers investment advisory, supervisory, consulting, and family office services to individuals, high-net-worth clients, corporations, and other advisers, including a notable non-U.S. client base. The firm’s investment approach emphasizes long-term capital preservation and positive absolute returns through fundamental analysis, diversification, and a broad range of instruments, with tailored portfolios monitored regularly.
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