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SUMMA GLOBAL ADVISORS, LLC

CLACKAMAS, OR · CRD 148713 · IAPD ↗ · 503-636-2022

$144.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — SUMMA GLOBAL ADVISORS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — SUMMA GLOBAL ADVISORS, LLC now reports custody of client assets ($38.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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