|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Summit Capital Inc
✚
|
|
|---|---|
| CRD # | 121335 |
| SEC # | 801-122654 |
| CIK # | 0001514349, 0001517502, 0001056868 |
| AUM | $208.2 M (2025-03-19) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 216-539-8444 |
| Address | 29425 Chagrin Blvd 350 Pepper Pike, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 29.4 | ||
| Amgen Inc | 23.0 | ||
| US Bancorp de | 6.1 | ||
| General Electric Co | 5.9 | ||
| Vodafone Group Public Ltd Co | 5.7 | ||
| Diageo PLC | 5.5 | ||
| Hecla Mining Co/De/ | 4.4 | ||
| Potlatch Corp | 4.3 | ||
| Occidental Petroleum Corp /DE/ | 4.3 | ||
| Exxon Mobil Corp | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 59.1 |
| (b) Individuals (high net worth individuals) | 92 | 149.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 673 | 208.2 |
| By Discretionary | ||
| Discretionary | 673 | 208.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 673 | 208.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 207.9 | |
| Total | 673 | 208.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001056868] | |
| 3 | [0001514349] | |
| 4 | [0001514349] | |
| SC 13D | [0001514349] | |
| D | [0001517502] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Summit Capital USA Inc | Ewellness Healthcare Corp | [2014-05-06] |
| Summit Capital USA Inc | Jameson Stanford Resources Corp | [2012-11-06] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Summit Capital USA Inc | |
| Star Mountain Resources, Inc. |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
OUR Wealth Guides Inc
✚
|
CA | 0.2 |
|
Myecfo LLC
✚
|
0.2 | |
|
Concorde Financial Resources I Inc
✚
|
NC | 0.2 |
|
Pento Portfolio Strategies LLC
✚
|
FL | 0.2 |
|
Treasure Coast Financial Planning Inc
✚
|
FL | 0.2 |
|
Wealth Teams Alliance Inc
✚
|
CA | 0.2 |
|
Gragg & Gragg LLP
✚
|
NC | 0.2 |
|
Dumaine Investments LLC
✚
|
LA | 0.2 |
|
Entelechy LLC
✚
|
0.2 | |
|
Nvest Wealth Strategies Inc
✚
|
OH | 0.2 |