$16.0M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-06-2014
- Office Locations
- 1
Office Locations
342 W. Woodlawn Avenue Ste. 200 SAN Antonio TX
About THE Summit Group
The Summit Group is a San Antonio, TX wealth management firm providing asset management, portfolio management, and financial planning for individuals and families. They emphasize transparent fees, accountability, and client education, acting as hands-on capital allocators. Portfolios are primarily implemented with ETFs and supported through Interactive Brokers.
Team overview
55 AVG AGE
$8.0M AVG AUM / ADVISOR
$296.3K AVG AUM / CLIENT
2.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
PETER JOSEPH COULCHINSKY
Chief Compliance Officer, Managing Member, President
- CRD
- #2675667
- Ownership
- 75% or more
Available
Available
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ALEJANDRO CABEZUT
Managing Partner
- CRD
- #5790204
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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