← Directory
SUMMA GLOBAL ADVISORS, LLC
CRD 148713File 801-71249
APPROVED
Retail clients
Custody
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$144.1M
Bottom 25% of cohort (national)
Discretionary AUM
$132.9M
Non-discretionary $11.2M
Clients
125
352 accounts
Employees
2
Bottom 25% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 7, 2010
- Principal office
- 12901 SE 97TH AVE, SUITE 390, CLACKAMAS, OR, 97015
- Phone
- 503-636-2022
- Website
- HTTP://WWW.SUMMAGLOBAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $144.1M
- Discretionary AUM
- $132.9M
- Non-discretionary AUM
- $11.2M
- Discretionary accounts
- 322
- Non-discretionary accounts
- 30
- Total accounts
- 352
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.4M |
| High net worth individuals | 41 | $114.8M |
| Individuals (other than high net worth individuals) | 84 | $27.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- Yes
- 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 | 130 | 125 | decreased by5 |
| Apr 1, 2026 | AUM | $140,082,192 | $144,123,398 | increased by$4,041,206 |
| Apr 1, 2026 | Accounts | 374 | 352 | decreased by22 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 2 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 135 | 130 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $140,727,670 | $140,082,192 | decreased by$645,478 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 344 | 374 | increased by30 |
| Apr 1, 2022 | Clients | 142 | 135 | decreased by7 |
| Apr 1, 2022 | AUM | $246,218,474 | $140,727,670 | decreased by$105,490,804 |
| Apr 1, 2022 | Accounts | 367 | 344 | decreased by23 |
| 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 GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SUMMA GLOBAL” 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.