SUMMIT HOUSE CAPITAL MANAGEMENT, LLC

8235 Douglas Ave
Suite 395
Dallas, Texas 75225
Tel: (214) 227-7792

About SUMMIT HOUSE CAPITAL MANAGEMENT, LLC

SUMMIT HOUSE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SUMMIT HOUSE CAPITAL MANAGEMENT, LLC. The firm was established in 11/27/2020. They have over 1 offices throughout the country.

SUMMIT HOUSE CAPITAL MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $235,795,097 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306823
SEC#	801-119903
Assets Managed by Firm	$235,795,097
No. of Clients	3
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$235,795,097
Other investment advisers	Fewer than 5 clients	$146,290,620

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