SUMMIT PORTFOLIO MANAGEMENT LLC

SUMMIT PORTFOLIO MANAGEMENT LLC of LAS VEGAS, NV is an SEC-registered investment adviser (CRD 111243). Regulatory assets under management: $214.0M.

Registration

• CRD: 111243
• SEC file number: 801-46423
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111243 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search