SUMMER HILL CAPITAL PARTNERS, LLC

MASON, Ohio·2 registered advisors·CRD# 161621
SEC# 801-73677513-459-1085
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementRetirement PlanningWealth ManagementFee-Only Advisory
04

Advisors at SUMMER HILL CAPITAL PARTNERS, LLC

2 registered advisors
Richard Louis Roeding
MASON, Ohio
Timothy Daniel Cavanaugh
MASON, Ohio
05

Office Locations

MASON, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. SUMMER HILL CAPITAL PARTNERS, LLC (CRD# 161621) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.