$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-08-2018
- Office Locations
- 1
Office Locations
-- Alexander AR
About Summerhill & Co., LLC
Summerhill & Co., LLC is a Alexander-based RIA. The firm has been operating for 8 years. Managing $4.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$694.2K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
ERIC D SUMMERHILL
Chief Executive Officer, Owner
- CRD
- #4512131
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,859,070 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,859,070 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Other:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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