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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-13-2005
- Office Locations
- 1
Office Locations
About Golconda Capital Management, LLC
Golconda Capital Management, LLC is an Addison, TX registered investment adviser providing asset management for retail clients. The firm’s managed accounts are invested primarily in equity ETFs, and it also lists private placement exposure. Custodies with Charles Schwab & Co. and is led by CIO/Managing Member Melissa Elise Summitt.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 5 clients, or 5 clients per representative. That equates to $500.0K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on September 29, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Services
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The full Golconda Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MELISSA ELISE SUMMITT
Chief Investment Officer, Managing Member
- CRD
- #4845064
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,500,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Golconda Capital Management, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.