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SummitPoint Capital Management

Updated today

Client assets under management

$130,765,519

Clients

89

46% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

45

Typical

Average account size

$1,469,275

About

SummitPoint Capital Management serves individuals and families — including high-net-worth and multi‑generational households — as well as estates, trusts, retirement plans, corporations, and charitable foundations, providing discretionary investment management, written financial planning, and retirement-plan advisory services. The firm manages approximately $132.5 million in client assets and offers legacy-position management alongside traditional portfolio management using mutual funds, ETFs, fixed income, equities, cash holdings, and, when appropriate, alternative investments.

The firm’s investment approach combines fundamental and quantitative analysis, including a proprietary optimization model, with strategies that emphasize strategic and tactical asset allocation, long‑term holdings, and value investing; portfolios are monitored and rebalanced regularly and investments may include managed alternatives or cash concentrations based on market outlook. SummitPoint implements discretionary authority under written agreements, may recommend limited use of margin for certain non‑investment needs, and uses a third‑party order management platform to review and rebalance accounts that are not held at its recommended custodian (e.g., 401(k), 403(b), 529 plans, and variable annuities).

What stands out relative to many peers is the firm’s combination of a compact advisory team with a broad service set and its use of client-facing practices that are less common among similar firms: it occasionally offers impersonal educational seminars on financial, retirement, estate, and college planning and incorporates client testimonials in its advertising. Operationally, SummitPoint also documents legacy-management policies and uses custodial fee‑deduction and standing letter-of-authorization arrangements where applicable, practices that affect how some clients’ accounts are administered.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Private / alternative investments Real estate investing ESG / Sustainable investing

Fee options

Fixed

Fixed fee for financial planning services ranging from $3,000 to $10,000, negotiable based on client and service complexity.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001+: Negotiable

Project-based

Fees for financial planning services may be invoiced hourly if terminated early; specific hourly rates not stated.

Other

Account minimum: $500,000

Main office location

SummitPoint Capital Management

2489 W Main Street

Littleton CO 80120, United States

Number of offices

1

Most active in

Colorado · Florida · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alice R

Series 65

Littleton, CO

SummitPoint Capital Management

Alice Regan is a financial advisor at SummitPoint Capital Management with a Series 65 designation and one year of industry experience. She previously worked at Sageview Advisory Group, LLC, FiComm Partners, and held various roles in education and hospitality. SummitPoint Capital Management serves individuals, high-net-worth families, estates, trusts, retirement plans, corporations, and charitable foundations by providing discretionary investment management, written financial planning, retirement-plan advisory services, and educational seminars. The firm combines strategic and tactical asset allocation with value-oriented fundamental analysis and a proprietary quantitative optimization model, managing portfolios on a discretionary basis with regular reviews and rebalancing.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar

Matthew L

CFP®, Series 63

Littleton, CO

SummitPoint Capital Management

Matthew Lengel is a CFP® with 10 years of experience in the financial services industry. He is currently with SummitPoint Capital Management and has held previous roles at Vista Private Wealth Partners LLC, Kathmere Capital Management, Private Advisor Group, LLC, LPL Financial, LLC, and M&T Securities. Outside of his advisory work, he has acted as a baseball consultant, coaching youth baseball and helping run clinics. SummitPoint Capital Management serves individuals, high-net-worth families, estates, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of strategic and tactical asset allocation, value-oriented fundamental analysis, and a proprietary quantitative optimization model to manage portfolios on a discretionary basis.

Private / alternative investments Real estate investing ESG / Sustainable investing
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