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Firm profile

Summitry, LLC

FOSTER CITY, CACRD 128586Latest ADV March 24, 2026

Summitry, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Foster City, CA. Its latest Form ADV filing, dated March 24, 2026, reports $3.4B in regulatory assets under management, 46 employees, 2 offices, and 4,031 accounts.

Assets Under Management
$3.4B
Employees
46
Offices
2 offices
Total Clients
1,327
Primary office
FOSTER CITY, CA
919 HILLSDALE BLVD., SUITE 150, FOSTER CITY, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOColin M. Higgins
CCOJennifer L. Rouse

Advisory services offered

5 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentHNWI represent 56.1% of total clients.
Top client categories% of clientsClients
1
HNWI
56.1%
745
2
Individuals
41.3%
548
3
Pension Plans
0.9%
12
4
Charitable
0.9%
12
5
Corporations
0.7%
9

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.4Bas of March 24, 2026
Discretionary100.0%
$3.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$230K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$3.4B
Total Accounts4,031
10Y AUM Change+$1.9B (+138.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees46
Clients per Employee29:1
10Y Employee Change+20 (+76.9%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.