SUMMIT INVESTMENTS, INC.

SUMMIT INVESTMENTS, INC. is an SEC-registered investment adviser (CRD 123722). Regulatory assets under management: $6.6M.

Registration

• CRD: 123722
• Type: Registered investment adviser
• Phone: 8124801065
• Latest filing: 2026-01-11
• Regulatory AUM: $6.6M
• Discretionary AUM: $6.6M
• Clients: 1
• Accounts: 57

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123722 on SEC IAPD (source of record)
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