Summitas Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Summitas provides discretionary investment management and related advisory services to individuals and high‑net‑worth clients, including guidance for retirement accounts. Portfolios are typically constructed around exchange‑traded funds and may include individual stocks or bonds retained for tax or legacy reasons.
The firm emphasizes fundamental analysis and a primarily long‑term orientation while developing customized asset allocations and monitoring portfolios through ongoing client contact. Summitas conducts internal due diligence on investments, rebalances as needed, and may recommend rollovers or distribution strategies for retirement accounts in its role as a fiduciary.
Notable features include a significant non‑U.S. client base and a separate advisory fee schedule for non‑U.S. clients, as well as an institutional platform relationship that provides trading and operational support. The firm manages roughly $158.6 million across a limited number of client relationships, and its principal holds a Ph.D. in finance and the CFA charter, reflecting extended academic and advisory experience.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $6,000,000: 1.00% $6,000,001+: 0.75%
Fee-only: Investment advisory fees based on tiered percentage of assets under management as shown; fees are quarterly in advance, prorated for first quarter; fees may be negotiable.
Main office
McKinney TX
Advisors at this office
1
Most active in
Oklahoma · Texas
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.
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