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Summit Capital Solutions LLC

● SEC registered since 2015CRD 281478SEC# 801-106842Brentwood, TN
Export (members)
Reg. AUM
Employees
3
Accounts
Location
Brentwood, TN

Summit Capital Solutions LLC assets under management

Summit Capital Solutions LLC operates as an SEC-registered investment adviser based in Brentwood, TN. The firm has been registered since 2015. It employs 3 people.

Summit Capital Solutions LLC owners & executives

7 reported
NameTitleOwnershipSince
James D. Webb Revocable Living Trust Agreement Dated August 14,2015 ControlMember50-75%2020
James David Webb ControlChief Operating OfficerUnder 5%2015
Jeremy M. Rettich Revocable Living Trust Agreement Dated 12/02/2011 ControlMember50-75%2020
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Frequently asked questions

How many employees does Summit Capital Solutions LLC have?

Summit Capital Solutions LLC reports 3 employees.

Where is Summit Capital Solutions LLC located?

Summit Capital Solutions LLC is based in Brentwood, TN and has been SEC-registered since 2015.

Does Summit Capital Solutions LLC disclose fund performance?

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

Contact & registration

Address6 Cadillac Drive, Suite 310, Brentwood, TN 37027
Phone844-371-4718
Office hours8:00 a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo