SUMMIT CAPITAL INC.

29425 Chagrin Blvd. # 350
Pepper Pike, Ohio 44122
Tel: 216-539-8444

About SUMMIT CAPITAL INC.

SUMMIT CAPITAL INC, formally registered with the SEC as SUMMIT CAPITAL INC. The firm was established in 11/05/2021. They have over 2 offices throughout the country.

SUMMIT CAPITAL INC. is a Pepper Pike, Ohio based Financial Planning firm with nearly $222,381,272 assets under management, offering retirement planning & investment advisory services to 750 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121335
SEC#	801-122654
Assets Managed by Firm	$222,381,272
No. of Clients	750
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	750	$222,381,272
Individuals (other than high net worth individuals)	159	$56,803,234
High net worth individuals	102	$165,578,038

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