Summit Capital Solutions LLC
● SEC registered since 2015CRD 281478SEC# 801-106842Brentwood, TN
Reg. AUM
—
Employees
3
Accounts
—
Location
Brentwood, TN
About Summit Capital Solutions
Summit Capital Solutions is an independent investment consulting firm serving institutions, retirement-plan sponsors, financial institutions, healthcare organizations, endowments, foundations, and affluent families. Its site describes disciplined, emotion-aware portfolios and stop-loss models with different risk profiles.
Summary based on the firm’s website.
Summit Capital Solutions LLC assets under management
Summit Capital Solutions LLC operates as an SEC-registered investment adviser based in Brentwood, TN. The firm has been registered since 2015. It employs 3 people.
Summit Capital Solutions LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James D. Webb Revocable Living Trust Agreement Dated August 14,2015 Control | Member | 50-75% | 2020 |
| James David Webb Control | Chief Operating Officer | Under 5% | 2015 |
| Jeremy M. Rettich Revocable Living Trust Agreement Dated 12/02/2011 Control | Member | 50-75% | 2020 |
| Jeremy Matthew Rettich Control | Chief Executive Officer And Chief Compliance Officer | Under 5% | 2015 |
| James David Webb Control | Grantor And Sole Trustee | 50-75% | 2015 |
| Jeremy Matthew Rettich Control | Grantor And Sole Trustee | 50-75% | 2011 |
Frequently asked questions
How many employees does Summit Capital Solutions LLC have?
Summit Capital Solutions LLC reports 3 employees.
Where is Summit Capital Solutions LLC located?
Summit Capital Solutions LLC is based in Brentwood, TN and has been SEC-registered since 2015.
Does Summit Capital Solutions LLC disclose fund performance?
Summit Capital Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12 Cadillac Drive, Suite 280, Brentwood, TN 37027 |
| Phone | 844-371-4718 |
| Office hours | 8:00 a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,799 advisers