A complete list of active advisors currently associated with Summit Equity Management, Inc.

Warmer can help you find a great advisor at Summit Equity Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Summit Equity Management, Inc., 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.