RIA Intel›Advisers›California›SUMMIT EQUITY MANAGEMENT, INC.

SUMMIT EQUITY MANAGEMENT, INC.

Advisory

CA

Data as of Jun 10, 2026 · Source: SEC Form ADV

Rank in CA

#5,176

of 5,480 advisers by AUM

Average account

$325K

across 6 accounts

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

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

See plansIncluded with the Intelligence plan

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

6 clients

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

See plansIncluded with the Intelligence plan

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