SUMMIT CAPITAL INC.

Latest filing: Mar 19, 2025 (28 days ago)
View on IAPD
Adviser Website

AUM

$208,230,928
0% change vs. 1 year ago
13% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

4
0% change vs. 1 year ago
25% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

PEPPER PIKE, OH
29425 CHAGRIN BLVD. # 350, PEPPER PIKE, OH, UNITED STATES, 44122

Client AUM

Discretion AUM
Discretionary $0.2
Non-Discretionary $0.0
Total $0.2
Client AUM
Retail $0.2
Pooled $0.0
Institutional $0.0
Total $0.2
Retail Accounts AUM
Individual 123 $0.1
Average Individual AUM $480,735
HNW 92 $0.1
Average HNW AUM $1,620,657
Retail Total 215 $0.2
Average Retail AUM $968,516

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. ORLANDO-FL-USA $0.2

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.2
Retail SMA AUM $0.2
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

2 active

Name Title
ONORATO, JAMES PRESIDENT AND CHIEF COMPLIANCE OFFICER
YORMICK, DAVID, MICHAEL VICE PRESIDENT

ADVDB.CO • SOURCE: SEC

Representatives

4 active representatives found

Name City State Exams Designations
REGINA RYAN PEPPER PIKE OH S63|1987-08-10
JAMES ONORATO PEPPER PIKE OH S63|1981-10-30|S65|2023-08-29
GARY FRIEDMAN PEPPER PIKE OH S65|2016-01-06
DAVID YORMICK PEPPER PIKE OH S63|1996-10-28|S65|1997-04-01

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-03-06 $0.2 $0.0 0% 5 0 0%
2024-04-02 $0.2 $0.0 0% 5 0 0%
2023-04-04 $0.2 $0.0 18% 4 1 25%
2022-04-01 $0.2 $0.0 13% 4 1 25%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
FL-08/17/2021, OH-02/11/2005, SC-02/04/2016
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
NEWSLETTERS
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV