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| Happy Holidays!! thanks for using AUM13F!! |
| Summit X
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| CRD # | 282502 |
| SEC # | 801-107111 |
| CIK # | 0001697729 |
| AUM | $978.7 M (2025-03-25) |
| Employees | 22 (100% Investors, 23% Brokers) |
| Phone | 636-532-0088 |
| Address | 16020 Swingley Ridge Chesterfield, MO 63017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 22.9 | ||
| Apple Inc | 20.9 | ||
| Microsoft Corp | 11.0 | ||
| O Reilly Automotive Inc | 9.9 | ||
| Wal Mart Stores Inc | 6.1 | ||
| VISA Inc | 6.1 | ||
| Amazon Com Inc | 5.6 | ||
| Mastercard Inc | 5.2 | ||
| Alphabet Inc | 4.7 | ||
| UnitedHealth Group Inc | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,589 | 177.9 |
| (b) Individuals (high net worth individuals) | 336 | 743.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 47.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 10.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,925 | 978.7 |
| By Discretionary | ||
| Discretionary | 4,893 | 975.0 |
| Non-Discretionary | 32 | 3.7 |
| Total | 4,925 | 978.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 978.7 | |
| Total | 4,925 | 978.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697729] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Brighton Securities Corp
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NY | 1.0 |
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GIA Partners LLC
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NY | 1.0 |
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Credicorp Capital Advisors LLC
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FL | 1.0 |
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Corbyn Investment Management Inc
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MD | 1.0 |
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Fulcrum Capital LLC
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WA | 1.0 |
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Marietta Wealth Management LLC
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GA | 1.0 |
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Financial Partners Group Inc
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KS | 1.0 |
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Stage Harbor Financial LLC
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MA | 1.0 |
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Sequent Asset Management LLC
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TX | 1.0 |
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Financial Advisory Corporation
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MI | 1.0 |