Summit Capital Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Summit Capital Inc
CRD #121335
SEC #801-122654
CIK #0001514349, 0001517502, 0001056868
AUM $208.2 M (2025-03-19)
Employees 4 (100% Investors, 0% Brokers)
Phone216-539-8444
Address29425 Chagrin Blvd 350
Pepper Pike, OH 44122
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005002011201620212026
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)
3002401801206002012201320152017
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
Terms | Privacy | Guide
tony@aum13f.com