Investment adviser · CRD 113091
SUMMA CORP.
Investment adviser filing (IA)
THE WOODLANDS, TX, United States · Form ADV filed Sep 17, 2026
- Regulatory AUM
- $1.59B Form ADV · Item 5.F
- Client accounts
- 88 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 48 | $1,418,178,555 | 89.4% |
| Other investment advisers | Fewer than 5 | $125,653,653 | 7.9% |
| Individuals | 36 | $33,749,259 | 2.1% |
| Corporations & businesses | Fewer than 5 | $8,959,042 | 0.6% |
Filing source
Form ADV 2132728 · Sep 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 17, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1790 HUGHES LANDING BLVD., SUITE 470THE WOODLANDS, TX, 77380, United States
CRD 113091
Filing source
Form ADV 2132728 · Sep 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.