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Summit X

CRD 282502SEC# 801-107111Chesterfield, MO
Export (members)
No longer SEC-registered. Summit X appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$978.7M
Employees
22
Accounts
4,925
Location
Chesterfield, MO

Summit X assets under management

Summit X operates as an SEC-registered investment adviser based in Chesterfield, MO. It reports $978.7 million in regulatory assets under management and employs 22 people.

Summit X owners & executives

6 reported
NameTitleOwnershipSince
Brent Stephen Spicuzza ControlOwner25-50%2016
Carlton Jerome Dick ControlOwnerUnder 5%2015
Kayla Renee Nieman ControlOwnerUnder 5%2016
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Frequently asked questions

How much does Summit X manage?

Summit X reports $978.7 million in regulatory assets under management on its Form ADV.

How many employees does Summit X have?

Summit X reports 22 employees.

Where is Summit X located?

Summit X is based in Chesterfield, MO.

Does Summit X disclose fund performance?

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

Contact & registration

Address16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017
Office hours8a.m.-5p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$975M
Non-discretionary$3.7M
Total (RAUM)$978.7M