Summa Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Tomball, TX. Its latest Form ADV filing, dated March 30, 2026, reports $587M in regulatory assets under management, 2 employees, and 77 accounts.
Assets Under Management
$587M
Employees
2
Offices
--
Total Clients
76
Primary office
TOMBALL, TX
25219 KUYKENDAHL RD, SUITE 260, TOMBALL, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
38
2
HNWI
46.1%
35
3
Corporations
2.6%
2
4
Other Advisers
1.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$587Mas of March 30, 2026
Discretionary67.7%
$398M
68% of total RAUM67.7%
Non-discretionary32.3%
$190M
32% of total RAUM32.3%
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$587M
Total Accounts77
10Y AUM Change+$407M (+225.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee38:1
10Y Employee Change+1 (+100.0%)
* 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.