Summit Gates Capital
RIAState Registered
Total AUM
$1.6M
Discretionary
$1.6M
100% of AUM
Avg account
$98K
Accounts
16
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 296071
- Website
- www.summitgatescapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Summit Gates Capital is a small, privately held limited liability company that provides fee-based portfolio management primarily to individual and family clients. The firm is owner-operated and charges fees as a percentage of assets under management. Its advisory scope is focused on managing investment portfolios for individuals and small businesses rather than institutional or pension clients. Summit Gates does not identify as an active ESG investor and is not described as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Cash & Cash Equivalents26%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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