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SUMMIT CAPITAL INC.

· CRD 121335 · IAPD ↗ · summit-capital.com · 216-539-8444

$176.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
4States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2026 — SUMMIT CAPITAL INC. (location n/a) left the SEC roster (was $176.6M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.