RIA Intel›Advisers›Colorado›SUMMERS VALUE PARTNERS LLC

SUMMERS VALUE PARTNERS LLC

Advisory

DENVER, CO

Data as of Jul 7, 2026 · Source: SEC Form ADV

Rank in CO

#623

of 720 advisers by AUM

Average account

$21M

across 3 accounts

AUM per adviser

$63M

1 adviser

Source: SEC Form ADV. Figures as filed Jul 7, 2026.

Total AUM

$63M

Discretionary %

100%

Clients

3

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$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees3

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

3 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

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

R. KENT HARRIS AND ASSOCIATES, LTD.

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$63M

INFINITY WEALTH MANAGEMENT, INC.

DENVER, CO

$63M

HENINGTON GROUP RIA LLC

$62M

SCENIC WEALTH MANAGEMENT, LLC

$64M

MELONAKIS, LEFTERI (NMN)

$62M

FINANCIAL STAGES, LLC

$64M

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