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SUMMITTX CAPITAL, L.P.
SUMMITTX CAPITAL, L.P.
FORT WORTH, Texas
·
9 registered advisors
·
CRD# 333741
SEC# 801-131664
0
817-769-1578
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
59
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at SUMMITTX CAPITAL, L.P.
9 registered advisors
Alex Didych
FORT WORTH, Texas
CRD# 4585037
Brian Peller
FORT WORTH, Texas
CRD# 5769232
Caroline Ann Cooley
FORT WORTH, Texas
CRD# 2944322
Douglas Kelvin Bratton
FORT WORTH, Texas
CRD# 1287903
Edward Bass
FORT WORTH, Texas
CRD# 6629107
Melinda Anne Lilly
FORT WORTH, Texas
CRD# 4197870
Scott Michael Nelson
FORT WORTH, Texas
CRD# 1967054
Shaun Neil Mcgowan
FORT WORTH, Texas
CRD# 5509619
Thomas Neilson Arbour
FORT WORTH, Texas
CRD# 4562749
05
Office Locations
FORT WORTH, Texas
9 advisors
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Data sourced from SEC Form ADV filings. SUMMITTX CAPITAL, L.P. (CRD# 333741) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.