CRD: 336856
Summitpoint Capital Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-17-2025
- Office Locations
- 1
Office Locations
About Summitpoint Capital Management
SummitPoint Capital Management is a Colorado-based RIA providing investment management, retirement planning, and holistic financial planning, aligning diversified portfolios with clients’ goals and risk tolerance with ongoing monitoring. The firm serves individuals, families, and small businesses and integrates planning with tax strategy in a one-stop approach. Investment philosophy, model construction, and fund selection are supported by outside investment counsel Paul T. Quistberg (ex-Fidelity wealth platform CIO).
Team overview
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW EDWARD LENGEL
Owner
- CRD
- #6428282
- Ownership
- 75% or more
Amanda Rossi Bastos
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Alice Regan
--
- CRD
- #7706327
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,504,048 | $382,960 |
| Non-Discretionary | $0 | -- |
| Total | $132,504,048 | $382,960 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | 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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