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SUMMA CORP.
CRD 113091File 801-107935
APPROVED
Retail clients
Filing as of Sep 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.59B
Top 25% of cohort (national)
Discretionary AUM
$1.40B
Non-discretionary $184.5M
Clients
88
88 accounts
Employees
5
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 8, 2016
- Principal office
- 1790 HUGHES LANDING BLVD., SUITE 470, THE WOODLANDS, TX, 77380
- Phone
- 281-362-9977
- Website
- http://summa-wealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.59B
- Discretionary AUM
- $1.40B
- Non-discretionary AUM
- $184.5M
- Discretionary accounts
- 77
- Non-discretionary accounts
- 11
- Total accounts
- 88
- AUM per client
- $18.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $9.0M |
| Other investment advisers | Fewer than 5 | $125.7M |
| High net worth individuals | 48 | $1.42B |
| Individuals (other than high net worth individuals) | 36 | $33.7M |
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 66 | 76 | increased by10 |
| Apr 1, 2026 | AUM | $458,891,810 | $587,200,902 | increased by$128,309,092 |
| Apr 1, 2026 | Accounts | 66 | 77 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 2 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 51 | 66 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $276,932,496 | $458,891,810 | increased by$181,959,314 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 51 | 66 | increased by15 |
| Apr 1, 2022 | Employees | 2 | 3 | increased by1 |
| Apr 1, 2022 | Clients | 38 | 51 | increased by13 |
| Apr 1, 2022 | AUM | $277,444,290 | $276,932,496 | decreased by$511,794 |
| Apr 1, 2022 | Accounts | 38 | 51 | increased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SUMMA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SUMMA” may also match similarly-named firms). Confirm identity against each filing.
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.