Summa Corp.
● SEC registered since 2016CRD 113091SEC# 801-107935The Woodlands, TX
Reg. AUM
$1.59B
Employees
5
Accounts
88
Location
The Woodlands, TX
Summa Corp. assets under management
Summa Corp. is a registered investment adviser overseen by the SEC based in The Woodlands, TX. The firm has been registered since 2016. It reports $1.6 billion in regulatory assets under management and employs 5 people.
Summa Corp. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alonso Valenzuela Del Rio Control | Ceo And Director | Under 5% | 2026 |
| Elalval LLC Control | Shareholder | 50-75% | 2026 |
| Maria Luisa Bernaldo De Quiros Control | President, Director And Chief Compliance Officer | 50-75% | 2001 |
| Rodrigo Gerardo De La Garza | Director And Secretary | Under 5% | 2020 |
| Alonso Valenzuela Del Rio Control | Owner | Over 75% | 2024 |
Frequently asked questions
How much does Summa Corp. manage?
Summa Corp. reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Summa Corp. have?
Summa Corp. reports 5 employees.
Where is Summa Corp. located?
Summa Corp. is based in The Woodlands, TX and has been SEC-registered since 2016.
Does Summa Corp. disclose fund performance?
Summa Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1790 Hughes Landing Blvd., Suite 470, The Woodlands, TX 77380 |
| Phone | 281-362-9977 |
| Fax | 281-681-3148 |
| Office hours | 8:00a.m. - 4:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.59B▲ 246%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$1.59Bregulatory AUM
Discretionary $1.4BNon-discretionary $184.5M