Summit X
CRD 282502SEC# 801-107111Chesterfield, MO
No longer SEC-registered. Summit X appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$978.7M
Employees
22
Accounts
4,925
Location
Chesterfield, MO
Summit X assets under management
Summit X operates as an SEC-registered investment adviser based in Chesterfield, MO. It reports $978.7 million in regulatory assets under management and employs 22 people.
Summit X owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Stephen Spicuzza Control | Owner | 25-50% | 2016 |
| Carlton Jerome Dick Control | Owner | Under 5% | 2015 |
| Kayla Renee Nieman Control | Owner | Under 5% | 2016 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Summit X manage?
Summit X reports $978.7 million in regulatory assets under management on its Form ADV.
How many employees does Summit X have?
Summit X reports 22 employees.
Where is Summit X located?
Summit X is based in Chesterfield, MO.
Does Summit X disclose fund performance?
Summit X is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017 |
| Office hours | 8a.m.-5p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$978.7MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$978.7Mregulatory AUM
Discretionary $975MNon-discretionary $3.7M