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
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.
Latest 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%)
* 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.