Summa Corp.
● SEC registered since 2016CRD 113091SEC# 801-107935Tomball, TX
Reg. AUM
$587.2M
Employees
2
Accounts
77
Location
Tomball, TX
Summa Corp. assets under management
Summa Corp. is a registered investment adviser overseen by the SEC based in Tomball, TX. The firm has been registered since 2016. It reports $587.2 million in regulatory assets under management and employs 2 people.
Summa Corp. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Summa Corp. manage?
Summa Corp. reports $587.2 million in regulatory assets under management on its Form ADV.
How many employees does Summa Corp. have?
Summa Corp. reports 2 employees.
Where is Summa Corp. located?
Summa Corp. is based in Tomball, 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 | 25219 Kuykendahl Rd, Suite 260, Tomball, TX 77375 |
| 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
$587.2M▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$587.2Mregulatory AUM
Discretionary $397.6MNon-discretionary $189.6M