Summit Capital Solutions LLC
SEC RegisteredReaching new heights in financial fortitude.
About the firm
Summit Capital Solutions, LLC (SCS) is an independent full-service investment consulting firm outside of Nashville, Tennessee founded by a team of experienced industry professionals that have worked together since 2004. The firm is a registered investment advisor with the SEC under the Investment Advisors Act of 1940. SCS works closely with research providers that have substantial experience consulting to a variety of investors including endowments, foundations, retirement plan sponsors, financial institutions, healthcare institutions, and affluent families.
Areas of expertise
Services
Full-service investment consulting, including proprietary stop loss models (aggressive, balanced/moderate, and conservative) and a multi-trigger overlay strategy designed to tactically mitigate downside risk and remove emotion from investment decision making.
Who they serve
Endowments, foundations, retirement plan sponsors, financial institutions, healthcare institutions, and affluent families.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Summit Capital Solutions LLC 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 the SEC or FINRA websites before making any decision.
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