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SUMMIT CAPITAL INC.
SUMMIT CAPITAL INC.
PEPPER PIKE, Ohio
·
2 registered advisors
·
CRD# 121335
SEC# 801-122654
1
216-539-8444
01
Firm Overview
AUM
$222M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SUMMIT CAPITAL INC.
2 registered advisors
David Michael Yormick
PEPPER PIKE, Ohio
CRD# 2294565
James Onorato
PEPPER PIKE, Ohio
CRD# 1011442
05
Office Locations
PEPPER PIKE, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. SUMMIT CAPITAL INC. (CRD# 121335) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.