Summit Equity Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Summit Equity Management, Inc. serves a small client base of individuals and trusts and manages roughly $1.95 million in discretionary assets. The firm provides portfolio management for client accounts and charges fees calculated as a percentage of assets under management.
The firm invests exclusively in publicly traded U.S. equities and follows a bottom‑up, fundamental analysis focusing on balance sheet strength, consistent earnings and cash flow growth, profitability and valuation. Summit generally manages accounts on a discretionary basis, does not tailor investment recommendations to individual client objectives beyond accepting client‑imposed restrictions, and generally expects a $250,000 account size (waivable at the firm’s discretion).
Distinctive aspects disclosed in its Part 2 include outside business activities: the firm provides business strategy and valuation consulting to U.S. corporations, a consulting role not common among solo independent advisers. The firm also relies on custodian statements rather than issuing its own client reports, does not accept proxy‑voting authority, and — according to its regulatory filings — has an affiliation with real estate brokerage activity, which is uncommon for firms of this size.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.50% annually $2,000,000+: 1.0% annually
Account minimum: $250,000 (may be waived at discretion)
Main office
Santa Monica CA
Advisors at this office
1
Most active in
California
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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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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