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| Keyboard |
| Blue Summit Financial Group Inc
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|---|---|
| CRD # | 148782 |
| SEC # | 801-117302 |
| CIK # | |
| AUM | 211.4 M (2026-02-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 619-698-4330 |
| Address | 4660 La Jolla Village Drive San Diego, CA 92122 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 46.6 |
| (b) Individuals (high net worth individuals) | 98 | 164.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 630 | 211.4 |
| By Discretionary | ||
| Discretionary | 630 | 211.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 630 | 211.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.9 | |
| United States Persons | 205.4 | |
| Total | 630 | 211.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ORCA Investment Management LLC
✚
|
OR | 211.7 M |
|
Rossjohnson & Associates LLC
✚
|
MN | 211.6 M |
|
Silver Lake Capital Partners LLC
✚
|
TX | 211.5 M |
|
KRM Financial Planning & Wealth Management LLC
✚
|
IL | 211.5 M |
|
Virtue Asset Management LLC
✚
|
IL | 211.4 M |
|
Personal Choice Financial Advisors LLC
✚
|
OH | 211.3 M |
|
Apex Investment Group LLC
✚
|
MA | 211.1 M |
|
Pinnacle Wealth Management LLC
✚
|
CA | 211.1 M |
|
WMKI Group LLC
✚
|
211.0 M | |
|
Phase III Advisory Services Ltd
✚
|
IL | 210.9 M |