THE SUMMIT GROUP

THE SUMMIT GROUP of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 173130). Regulatory assets under management: $16.0M.

Registration

• CRD: 173130
• Type: Registered investment adviser
• Location: 342 W. WOODLAWN AVENUE, SAN ANTONIO, TX, 78212
• Phone: 210-293-0293
• Latest filing: 2026-03-31
• Regulatory AUM: $16.0M
• Discretionary AUM: $16.0M
• Clients: 2
• Accounts: 56

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173130 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search