Summit Portfolio Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated March 24, 2026, reports $214M in regulatory assets under management, 5 employees, and 414 accounts.
Assets Under Management
$214M
Employees
5
Offices
--
Total Clients
113
Primary office
LAS VEGAS, NV
10091 PARK RUN DRIVE, #110, LAS VEGAS, NV, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.4% of total clients.
Top client categories% of clientsClients
1
Individuals
50.4%
57
2
HNWI
49.6%
56
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$214Mas of March 24, 2026
Discretionary95.5%
$204M
96% of total RAUM95.5%
Non-discretionary4.5%
$10M
4% of total RAUM4.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$214M
Total Accounts414
10Y AUM Change+$108M (+102.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee23:1
10Y Employee Change+4 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.