Summit House Capital Management, LLC
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Overview
Summit House Capital Management, LLC is a financial advisor firm based in Dallas, Texas. Summit House Capital Management, LLC oversees $157.4 million in total assets over three customer accounts, making it a mid-tier firm in the United States by assets under management (AUM). It has a small group, including 6 financial advisors. Summit House Capital Management, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like bonds, options and stocks.
Summit House Capital Management, LLC manages all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which transaction judgments for the client's account are made by a portfolio manager without needing to seek the customer's permission. The firm supervises roughly $52.5 million in assets for every client account. The average financial advisor at Summit House Capital Management, LLC administers fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The company's headquarters is located at 5960 Berkshire Ln, Dallas, Texas 75225. The company is legally allowed to provide services to clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Summit House Capital Management, LLC by the Numbers
$157.4 million
6
3
$52.5 million
Fee Structure
Fees charged by financial advisors typically are based on which service is offered. Fees billed by the firm most likely are comprised of the following fee structures: asset-based, fixed or performance-based. Summit House Capital Management, LLC does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with pooled investment vehicles. Out of its three clients, Summit House Capital Management, LLC's biggest client is pooled investment vehicles. None of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Summit House Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Summit House Capital Management, LLC
Dallas, TX
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