David
Yormick
Summit Capital Inc
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About this Advisor
David Yormick is a financial advisor operating out of Beachwood, Ohio who has 4 years of industry experience. Yormick currently works for Summit Capital Inc. The advisor has gained experience at Bison Wealth Management, LLC and Summit Capital, Inc. Yormick holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida and Ohio. Summit Capital Inc is a registered investment company that has its headquarters in Beachwood, OH. The investment advisory business has just four employees. It controls $189 million in assets across its 730 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 730 accounts, 36% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Summit Capital Inc provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Financial advisory fees typically are based on which services the firm provides the client. However, fee types charged by Summit Capital Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Capital Inc Brokerage Details
$189,137,228
4
730
$259,092
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
David Yormick Work History
David has been registered as a financial advisor for 4 years.*
Summit Capital, Inc
Bison Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Yormick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Capital Inc
Beachwood, OH
Beachwood, OH
Cleveland, OH
Beachwood, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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