Summitpoint Capital Management
SEC RegisteredGuidance that grows with you.
About the firm
At SummitPoint Capital Management, we provide a high level of personalized service and a clear financial blueprint to guide life's complex journey. We serve as wealth architects by integrating all aspects of our clients' financial lives—investment management, tax strategy, multi-generational planning, and more.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
Clients and their loved ones, including families with complex multi-generational asset distributions and individuals with broader financial planning needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 48 | $18M |
| High Net Worth Individuals | 41 | $113M |
| State/Municipal Entities | 1 | — |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.80% |
| Next $1,000,000 | 0.70% |
| Above $3,000,001 | — |
Data as of April 2, 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. Summitpoint Capital Management 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched