SUMMITRY, LLC
Firm details
- Headquarters
- FOSTER CITY, California
- CRD number
- 128586
- Registered since
- September 26, 2003
- Website
- summitry.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.88%
- Individuals12.08%
- Investment Companies2.4%
- Charitable Organizations1.89%
- Corporations / Businesses0.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Summitry, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2003. The firm serves both high-net-worth individuals and families as well as institutional clients, positioning itself as a capital allocator that combines financial planning with discretionary portfolio management across individuals, small businesses, investment companies and other institutions. Fee arrangements include percentage-of-AUM pricing and fixed fees. Summitry provides manager selection services and allocates to third-party managers rather than relying solely on in‑house alternatives sourcing. The firm is not identified as an active ESG investor. Summitry was named to FA Magazine’s Top RIA Firms list in 2020.
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 Equities68%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents9%
- State & Local Bonds8%
- Public Funds/Mutual Funds2%
Owners & executives
3 of 5JAMES VANDEVOORDE
President and Chief Executive OfficerCRD 2430153
KURT HOEFER
Chief Strategy OfficerCRD 1055179
JOSEPH MARTIN
Chief Client Experience OfficerCRD 3058406
Contacts
3 of 23ROBERT HAMMACK
PrincipalCRD 5481216
ALEXANDER TRAN
Director of Investment OperationsCRD 6122936
ERIC JUNGLING
Senior Financial AdvisorCRD 4190007
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$371M in ETFs
66%
$246M
<1%
$126M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2044 TERM TREASURY ETF (IBGA) | BlackRock | $45.1M | 1,835,055 | 12.13% |
Location
FOSTER CITY, CA
SAN MATEO
Location
FOSTER CITY, CA
Headquartered in FOSTER CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 919 E Hillsdale Blvd
- Time zone
- PT (UTC-8)
- Office locations
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