Unclaimed Profile

David Michael Yormick

SUMMIT CAPITAL INC.·PEPPER PIKE, Ohio

Series 7, Series 31, Series 63, Series 65Clean record29 years registeredSUMMIT CAPITAL INC.

29425 CHAGRIN BLVD. # 350, PEPPER PIKE, OH 44122CRD# 2294565Firm CRD# 121335

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Michael Yormick · PEPPER PIKE, OH

Registration

CRD #2294565 · SUMMIT CAPITAL INC. · 29 years registered

Brand Profile

Not yet started

Career History

BISON WEALTH MANAGEMENT, LLC

Mar 2026 – present

SUMMIT CAPITAL INC.

Nov 2019 – Mar 2026

PEPPER PIKE, OH

BISON WEALTH MANAGEMENT, LLC

Jan 2009 – Dec 2019

LYNDHURST, OH

BISON WEALTH MANAGEMENT, LLC

Jan 2007 – Dec 2008

BEACHWOOD, OH

BISON WEALTH MANAGEMENT, INC.

Jan 2003 – Dec 2006

CLEVELAND, OH

MORGAN STANLEY

Apr 1997 – Jan 2003

ALEXANDRIA, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · April 22, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT CAPITAL INC.

CRD 121335 · SEC 801-122654

AUM

$222M

Regulatory assets under management

Employees

750 client accounts

Services offered by SUMMIT CAPITAL INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SUMMIT CAPITAL INC. →

Introduction

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Frequently Asked Questions

What services does David Michael Yormick offer?

David Michael Yormick specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PEPPER PIKE, Ohio for a consultation.

What are David Michael Yormick's credentials?

David Michael Yormick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Michael Yormick located?

David Michael Yormick is based in PEPPER PIKE, Ohio, working with SUMMIT CAPITAL INC.. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.

How does David Michael Yormick charge for services?

David Michael Yormick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT CAPITAL INC.?

SUMMIT CAPITAL INC. has approximately 5 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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