S
Summitas Investment Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$158,600,000
Total clients
41
100% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
41
Average account size
$3,868,293
About
Summitas provides discretionary investment management and related advisory services to individuals and high‑net‑worth clients, including guidance for retirement accounts. Portfolios are typically constructed around exchange‑traded funds and may include individual stocks or bonds retained for tax or legacy reasons.
The firm emphasizes fundamental analysis and a primarily long‑term orientation while developing customized asset allocations and monitoring portfolios through ongoing client contact. Summitas conducts internal due diligence on investments, rebalances as needed, and may recommend rollovers or distribution strategies for retirement accounts in its role as a fiduciary.
Notable features include a significant non‑U.S. client base and a separate advisory fee schedule for non‑U.S. clients, as well as an institutional platform relationship that provides trading and operational support. The firm manages roughly $158.6 million across a limited number of client relationships, and its principal holds a Ph.D. in finance and the CFA charter, reflecting extended academic and advisory experience.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $6,000,000: 1.00% $6,000,001+: 0.75%
Fee-only: Investment advisory fees based on tiered percentage of assets under management as shown; fees are quarterly in advance, prorated for first quarter; fees may be negotiable.
Main office location
Summitas Investment Management LLC
Mckinney TX, United States
Number of offices
1
Most active in
Summitas Investment Management LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
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