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Summit Capital Inc.

● SEC registered since 2021CRD 121335SEC# 801-122654Pepper Pike, OH
Export (members)
Reg. AUM
$208.2M
Employees
4
Accounts
673
Location
Pepper Pike, OH

Summit Capital Inc. assets under management

Summit Capital Inc. is a registered investment adviser overseen by the SEC based in Pepper Pike, OH. The firm has been registered since 2021. It reports $208.2 million in regulatory assets under management and employs 4 people.
www.summit-capital.comView on SEC.gov ↗

Summit Capital Inc. owners & executives

2 reported
NameTitleOwnershipSince
David Michael YormickVice PresidentUnder 5%2021
James Onorato ControlPresident And Chief Compliance OfficerOver 75%1997

Frequently asked questions

How much does Summit Capital Inc. manage?

Summit Capital Inc. reports $208.2 million in regulatory assets under management on its Form ADV.

How many employees does Summit Capital Inc. have?

Summit Capital Inc. reports 4 employees.

Where is Summit Capital Inc. located?

Summit Capital Inc. is based in Pepper Pike, OH and has been SEC-registered since 2021.

Does Summit Capital Inc. disclose fund performance?

Summit Capital Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address29425 Chagrin Blvd. # 350, Pepper Pike, OH 44122
Phone216-539-8444
Office hours8:30a.m. - 5:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$208.2M
Non-discretionary$0
Total (RAUM)$208.2M