Advisor at Summit Capital Inc.
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Gary Friedman is a Series 65 licensed advisor with Summit Capital Inc. in Beachwood, OH, bringing 28 years of industry experience. He has been with Summit Capital since 2000. Summit Capital provides discretionary investment management to individuals, trusts, and retirement plans, focusing on individual equities, no-load mutual funds, ETFs, and closed-end funds. The firm constructs portfolios tailored to each client’s risk profile and manages approximately $208 million across about 215 client accounts.
Based on Summit Capital Inc.
$0 - $500,000: 1.5% $500,001 - $2,000,000: 1.0% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.5%
Account minimum: $100,000
Beachwood, OH
Ohio · South Carolina
Bison Wealth Management, LLC
2026 - Present (1 year)
Summit Capital, Inc.
2008 - Present (18 years)
Gary E. Friedman
2000 - Present (26 years)
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