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SUMMA CORP.
CRD 113091File 801-107935
APPROVED
Retail clients
Filing as of May 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$587.2M
Above cohort median (national)
Discretionary AUM
$397.6M
Non-discretionary $189.6M
Clients
76
77 accounts
Employees
2
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 8, 2016
- Principal office
- 25219 KUYKENDAHL RD, SUITE 260, TOMBALL, TX, 77375
- Phone
- 281-362-9977
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $587.2M
- Discretionary AUM
- $397.6M
- Non-discretionary AUM
- $189.6M
- Discretionary accounts
- 65
- Non-discretionary accounts
- 12
- Total accounts
- 77
- AUM per client
- $7.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $15.2M |
| Other investment advisers | Fewer than 5 | $132.5M |
| High net worth individuals | 35 | $403.0M |
| Individuals (other than high net worth individuals) | 38 | $36.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.