Regina Ryan
Advisor at Summit Capital Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Summit Capital Inc.
Location
Kiawah Island, SC
Credentials
Series 63
Industry experience
12 years
About
Regina Ryan is a financial advisor at Summit Capital Inc. with 12 years of industry experience. She holds the Series 63 designation and has been with Summit Capital since 2014. Summit Capital provides discretionary investment management to individuals, trusts, and retirement plans, primarily using individual equities, no-load mutual funds, ETFs, and closed-end funds. The firm constructs portfolios to match clients’ risk profiles and manages approximately $208 million across about 215 client accounts.
Expertise
Based on Summit Capital Inc.
Active portfolio management
Concentrated stock management
Passive / index investing
Fee options
$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
Location
Kiawah Island, SC
Most active in
Regina R has reported serving >5 clients in these states in the last 12 months.
Ohio · South Carolina
Work history
Bison Wealth Management, LLC
2026 - Present (1 year)
Summit Capital Inc
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Derrick D
Series 63, Series 65
Charleston, SC
Kaizen Wealth Management, LLC
Joseph B
CFP®, Series 63, Series 65
Mount Pleasant, SC
Baker Asset Management, LLC
Brett F
CFP®, Series 63, Series 65
Mt. Pleasant, SC
Oak Capital Advisors, LLC
David H
CFA®, Series 63
Johns Island, SC
LCV Advisors LLC
Shannon B
Series 65, Series 66
Johns Island, SC
Baker Wealth Advisors, LLC.
Brent B
Series 63, Series 65
Charleston, SC
Carolopolis Fiduciary Counsel, Inc.
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