SUMMA GLOBAL ADVISORS, LLC

RIASEC RegisteredEst. 2010

Total AUM

$144M

Discretionary

$133M

92% of AUM

Avg account

$409K

Accounts

352

Employees

Advisory reps

Firm details

Headquarters: CLACKAMAS, Oregon
CRD number: 148713
Registered since: April 7, 2010
Website: www.summaglobal.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI79.65%
Individuals19.35%
Charitable Organizations0.99%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Summa Global Advisors, LLC is an independent, SEC-registered registered investment adviser that began registration in 2010 and operates as a limited liability company. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its compensation combines a percentage-of-AUM fee schedule with the ability to charge fixed fees. Summa identifies itself as a capital allocator rather than a pure subadvisor, and it does not report active ESG investing or multi-state adviser status.