Matthew Edward Lengel
Investment Adviser Representative at Summitpoint Capital Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Edward Lengel is an investment adviser representative with Summitpoint Capital Management in Littleton, CO, where they have been registered since 2025. They have worked in the securities industry since 2015 and have been registered with 5 firms, including Denver PWM, LLC and Kathmere Capital Management, LLC. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Colorado and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- M&t BANKJul 2014 – Nov 2016Ridley Park, PA
- M&t SecuritiesMar 2015 – Nov 2016Ridley Park, PA
- LPL Financial, LLCNov 2016 – Sep 2019Highlands Ranch, CO
- Private Advisor Group, LLCDec 2017 – Sep 2019Morristown, NJ
- Kathmere Capital ManagementSep 2019 – Jan 2020King of Prussia, PA
- Vista Private Wealth Partners LLCJan 2020 – Jul 2025Denver, CO
- Summitpoint Capital ManagementJul 2025 – no end date reportedLittleton, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Summitpoint Capital Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- First $1,000,0001.00%
- Next $1,000,0000.80%
- Next $1,000,0000.70%
- Above $3,000,001—
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management across public and private markets, wealth architecture (combining budgeting, retirement readiness, and education funding), and multi-generational planning with customized strategies for family asset distributions.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Littleton, CO
- SEC file number:
- 801-133769
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 2, 2026
View full firm profileOther advisors at Summitpoint Capital Management
1 other advisor in the directory
View Summitpoint Capital Management firm profileSimilar advisors in Littleton, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Edward Lengel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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