SUMMITRY, LLC

CRD 128586File 801-62398

APPROVED

Retail clients

Filing as of Jun 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$3.35B

Top 25% of cohort (national)

Discretionary AUM

$3.35B

Non-discretionary $230K

Clients

1,327

4,031 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Sep 26, 2003
Principal office: 919 HILLSDALE BLVD., SUITE 150, FOSTER CITY, CA, 94404
Phone: 650-212-2240
Website: HTTP://WWW.SUMMITRY.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.35B
Discretionary AUM: $3.35B
Non-discretionary AUM: $230K
Discretionary accounts: 3,540
Non-discretionary accounts: 491
Total accounts: 4,031
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$30.7M
Investment companies	1	$80.3M
Charitable organizations	12	$63.3M
High net worth individuals	745	$2.74B
Pension and profit sharing plans	12	$27.9M
Individuals (other than high net worth individuals)	548	$404.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for investment companies
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 11

This 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.