RIA Intel›Advisers›California›SUMMA CAPITAL MANAGEMENT LLC

SUMMA CAPITAL MANAGEMENT LLC

Advisory

SANTA BARBARA, CA

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in CA
#3,021
of 5,480 advisers by AUM
Average account
$659K
across 121 accounts
AUM per adviser
$80M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM
$80M
Discretionary %
100%
Clients
47
Employees
1

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$80M
Discretionary AUM$80M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients47
Team
Total Employees1
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.

VERONA CAPITAL MANAGEMENT LLC
$80M
SAGEPOINTE ADVISORS LLC
$80M
WALSTAD INVESTMENT COUNSEL INC
SANTA BARBARA, CA
$80M
+0.4% 1Y
PLEASANTON FINANCIAL ADVISORS, LLC
PLEASANTON, CA
$80M
+20.1% 1Y
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC
NEWPORT BEACH, CA
$80M
+0.5% 1Y
PLATINUM CAPITAL MANAGEMENT (USA) LLC
LOS ANGELES, CA
$80M
-60.0% 1Y

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