James
Onorato

Summit Capital Inc

CRD#1011442
Investment Advisor
in Cleveland, OH

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About this Advisor

James Onorato is a financial advisor based in Cleveland, Ohio, working with Summit Capital Inc. James has previously held positions at Summitt Capital and Ancora Securities, Inc. James has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, James is part of Summit Capital Inc, which operates out of Cleveland, Ohio. The firm has 1 office and 5 employees. The firm manages assets totaling $222.4 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and the publication of newsletters. The fee structure at Summit Capital Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

6685 Beta Drive
Cleveland, OH 44143

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Summit Capital Inc Brokerage Details

Total Assets Under Management

$222,381,272

OH Average: $2,106,341,625
Total Number of Employees

5

OH Average: 34
Total Number of Accounts

750

OH Average: 1,972
Average Account Size

$296,508

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

James Onorato Work History

2005 - Present (19 years)

Ancora Securities, Inc

1998 - Present (26 years)

Summitt Capital

Disclosures

Please visit the SEC profile of James Onorato 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

Regina Ryan
Beachwood, OH
David Yormick
Beachwood, OH
Gary Friedman
Beachwood, OH
James Onorato
Cleveland, OH

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