Summit Capital Inc.
● SEC registered since 2021CRD 121335SEC# 801-122654
Reg. AUM
$176.6M
Employees
3
Accounts
196
Location
—
Summit Capital Inc. assets under management
Summit Capital Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $176.6 million in regulatory assets under management and employs 3 people.
Summit Capital Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David William Kuhr | Chief Compliance Officer | Under 5% | 2026 |
| Karen McDevitt Onorato Control | Owner | Over 75% | 2025 |
| Michael Wayne Kelley Control | Chief Executive Officer | Under 5% | 2026 |
Frequently asked questions
How much does Summit Capital Inc. manage?
Summit Capital Inc. reports $176.6 million in regulatory assets under management on its Form ADV.
How many employees does Summit Capital Inc. have?
Summit Capital Inc. reports 3 employees.
Does Summit Capital Inc. disclose fund performance?
Summit Capital Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 216-539-8444 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$176.6M▼ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$176.6Mregulatory AUM
Discretionary $176.6M