CRD: 139984
Summa Capital Management LLC
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- Custodian
- Charles Schwab & Company · Deutsche Bank · State Street
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-06-2006
- Office Locations
- 1
Office Locations
About Summa Capital Management LLC
Summa Capital Management is an independent RIA and fiduciary serving families and individuals in Santa Barbara/Goleta since 2006, with clients across the U.S. and abroad. The firm provides comprehensive financial planning (retirement, tax and estate) alongside ongoing portfolio management using proprietary investment models across taxable, trust and IRA accounts. Fee-only (no commissions) with custody at Charles Schwab and a service cadence that includes quarterly reporting and portfolio adjustments.
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Owner & Executives
BRIAN ALLAN SCHAFFIELD
Managing Member
- CRD
- #1905309
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,719,346 | -- |
| Non-Discretionary | $0 | -- |
| Total | $79,719,346 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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