RIA Intel›Advisers›California›7SUMMIT ADVISORS, LLC

7SUMMIT ADVISORS, LLC

Advisory

LOS ANGELES, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA
#4,093
of 5,480 advisers by AUM
Average account
$428K
across 60 accounts
AUM per adviser
$26M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$26M
Discretionary %
100%
Clients
25
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$26M
Discretionary AUM$26M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients25
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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PROVIDENT CAPITAL CORP
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ROI CAPITAL MANAGEMENT, INC
GREENBRAE, CA
$26M
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TAMALPAIS MANAGEMENT GROUP, L.P.
SAN FRANCISCO, CA
$26M
CAPITAL PARTNERS, LLC
PASADENA, CA
$26M
+35.1% 1Y

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