Summitpoint Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Littleton, CO. Its latest Form ADV filing, dated April 2, 2026, reports $133M in regulatory assets under management, 3 employees, and 346 accounts.
Top client segmentIndividuals represent 52.7% of total clients.
Top client categories% of clientsClients
1
Individuals
52.7%
48
2
HNWI
45.1%
41
3
Investment Cos.
1.1%
1
4
Charitable
1.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$133Mas of April 2, 2026
Discretionary100.0%
$133M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
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$133M
Total Accounts346
10Y AUM Change+$133M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee30:1
10Y Employee Change+1 (+50.0%)
* 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.