Summit Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Summit Capital Group provides discretionary portfolio management and model-based investment services for institutional and pooled vehicles as an investment-manager–type advisory firm, with capabilities across mutual funds, ETFs, exchange-listed securities, fixed income and certain option strategies. The firm documents a tailored, consultative intake process and offers a range of risk-based model portfolios intended to match clients’ objectives and time horizons; as of the March 2026 disclosure the firm reported no assets under management.
The firm’s investment approach is described as a top-down process that combines fundamental and technical analysis and is oriented toward value investing with long-only positions supplemented by option-writing for hedging and both tactical and strategic asset-allocation techniques. Compensation is based on percentage-of-assets-under-management arrangements and portfolios are managed on a discretionary basis, with regular reviews and client access to transaction confirmations and quarterly statements from an independent custodian.
A distinctive feature of the firm is the managing member’s active insurance business: the managing member is a licensed insurance agent and operates an affiliated insurance entity, and the advisory materials disclose that a significant portion of business activity is devoted to insurance sales — a dual advisory/insurance relationship that can create potential conflicts of interest. Additional notable points for prospective institutional clients include the firm’s recent formation (initial registration in mid-2024), single-advisor structure, absence of proxy voting by the adviser, and the policy not to accept performance-based fees.
Client services
Expertise
Fee options
$0 - $999,999: 0.85% $1,000,000 - $1,499,999: 0.75% $1,500,000 - $1,999,999: 0.65% $2,000,000 - $2,499,999: 0.55% $2,500,000+: 0.40%
Fee-only: Annual asset-based fees as per tiered schedule; fees negotiable
Main office
Durango CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Summit Capital Group LLC · Summit Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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