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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-11-2005
- Office Locations
- 1
Office Locations
About Summit Capital Inc.
Summit Capital Investment Management is an independent, fee-only RIA in the Cleveland, Ohio area serving individuals, small businesses, business owners and qualified retirement plans. The firm builds goal-based portfolios designed to pursue strong long-term results while limiting volatility, with no commission incentives. Public filings indicate portfolios are primarily ETF-based and custody includes Charles Schwab.
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Investment Themes
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Owner & Executives
Karen McDevitt Onorato
Owner
- CRD
- --
- Ownership
- 75% or more
MICHAEL WAYNE KELLEY II
Chief Executive Officer, Vice President
- CRD
- #6146459
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,573,489 | $900,885 |
| Non-Discretionary | $0 | -- |
| Total | $176,573,489 | $900,885 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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