# THE SUMMIT GROUP

THE SUMMIT GROUP of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 173130
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173130/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173130/similar
- Related entities: https://search.stillhousedata.com/firm/173130/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173130

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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.