SUMMITPOINT CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2025

Total AUM

$133M

Discretionary

$133M

100% of AUM

Avg account

$383K

Accounts

346

Employees

Advisory reps

Firm details

Headquarters: LITTLETON, Colorado
CRD number: 336856
Registered since: June 17, 2025
Website: www.summitpoint-cap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.41%
Individuals13.28%
Investment Companies1.29%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Summitpoint Capital Management is an independent, individual-owned registered investment adviser that provides planning and discretionary portfolio management for both individuals/families and institutional clients. The firm offers a mix of fee arrangements — percentage of AUM, hourly charges, and fixed fees — and lists services that include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting-type services, and educational workshops. Summitpoint does not position itself as an active ESG investor and is not currently operating as a multistate adviser. The firm’s registration is recent on the SEC record (registered in 2025). Industry affiliation is noted with an insurance company, which may reflect legacy relationships or distribution/insurance product access used in client solutions.