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SUMMA CORP.
CRD 113091 · SEC 801-107935
25219 KUYKENDAHL RD, SUITE 260, TOMBALL, TX, 77375, United States
Phone
281-362-9977
Fax
281-681-3148
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$587.2M
Discretionary AUM
$397.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-04
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersINVESTMENT ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $36.5M |
| High net worth individuals | 35 | $403.0M |
| Other investment advisers | 1 | $132.5M |
| Corporations/business entities | 2 | $15.2M |
States served
TX
Official SEC filing: View on IAPD