Investment adviser · CRD 128586
SUMMITRY, LLC
Investment adviser filing (IA)
FOSTER CITY, CA, United States · Form ADV filed Jun 30, 2026
- Regulatory AUM
- $3.35B Form ADV · Item 5.F
- Client accounts
- 4,031 Accounts, not individual clients
- Employees
- 46 Reported in this filing
- Advisory professionals
- 20 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 | 745 | $2,743,503,789 | 81.9% |
| Individuals | 548 | $404,671,961 | 12.1% |
| Investment companies | 1 | $80,319,399 | 2.4% |
| Charities | 12 | $63,347,701 | 1.9% |
| Corporations & businesses | 9 | $30,680,147 | 0.9% |
| Retirement plans | 12 | $27,935,065 | 0.8% |
Filing source
Form ADV 2110195 · Jun 30, 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: Jun 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
919 HILLSDALE BLVD., SUITE 150FOSTER CITY, CA, 94404, United States
CRD 128586
Filing source
Form ADV 2110195 · Jun 30, 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.