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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-02-1994
- Office Locations
- 2
Office Locations
About Adaptive Wealth Engineering
Summit Portfolio Management is an independent, fee-only fiduciary RIA providing goals-based financial planning, portfolio analysis, and investment management for high net worth individuals, qualified plan fiduciaries, trusts, and private foundations. Portfolios are built on Nobel Prize-winning research, often implemented with Dimensional Fund Advisors and low-cost global diversification, emphasizing asset allocation, rebalancing, and tax efficiency through its "Portfolio Engineering" approach.
Team overview
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Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
TIMOTHY FRANCIS BOCK
Chief Compliance Officer, President
- CRD
- #1031820
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Fionn Peter Allen
--
- CRD
- #8240532
Remington Conte
--
- CRD
- #7884734
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,413,827 | $539,350 |
| Non-Discretionary | $9,562,785 | $273,222 |
| Total | $213,976,612 | $516,852 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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