SUMMA CAPITAL MANAGEMENT LLC

SUMMA CAPITAL MANAGEMENT LLC of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 139984). Regulatory assets under management: $79.7M.

Registration

• CRD: 139984
• Type: Registered investment adviser
• Location: 1129 STATE STREET, SUITE 29, SANTA BARBARA, CA, 93101-6763
• Phone: 805-895-2780
• Latest filing: 2026-02-09
• Regulatory AUM: $79.7M
• Discretionary AUM: $79.7M
• Clients: 1
• Accounts: 121

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139984 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search