# SUMMIT PORTFOLIO MANAGEMENT LLC

SUMMIT PORTFOLIO MANAGEMENT LLC of LAS VEGAS, NV is an SEC-registered investment adviser.

## Registration

- CRD: 111243
- Type: SEC-registered investment adviser
- SEC file number: 801-46423
- Location: 10091 PARK RUN DRIVE, #110, LAS VEGAS, NV, 89145
- Phone: 702 838 9999
- Latest filing: 2026-06-16
- Regulatory AUM: $214.0M
- Discretionary AUM: $204.4M
- Non-discretionary AUM: $9.6M
- Clients: 5
- Accounts: 414

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Timothy Francis Bock | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| BOCK TIMOTHY FRANCIS | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111243/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111243/similar
- Related entities: https://search.stillhousedata.com/firm/111243/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111243

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.