This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-11-2018
- Office Locations
- 2
Office Locations
About THE SUM
The Sum Prep (The Woodlands, TX) provides personalized tax preparation, tax planning, and bookkeeping for busy, successful individuals and businesses. Their team includes CERTIFIED FINANCIAL PLANNER4 professionals and CPAs, with a focus on coordinating tax work across broader financial goals. Services include individual and business returns plus trust/estate and gift/estate filings. Not a CPA firm; no audit or advisory services.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL MICHAEL RAHN JR
Chief Compliance Officer, Founder, Manager, Principal
- CRD
- #5578276
- Ownership
- 75% or more
ROBERT MICHAEL BARD
Director of Financial Planning
- CRD
- #2926578
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
Unlock allContacts
Jill Denise Chandler
--
- CRD
- #8236198
MCKENNA ALEXANDRA DEHN
--
- CRD
- #7647056
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $551,358,564 | $580,989 |
| Non-Discretionary | $0 | -- |
| Total | $551,358,564 | $580,989 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| 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 |
Continue browsing