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SUMMIT HOUSE CAPITAL MANAGEMENT, LLC

DALLAS, TX · CRD 306823 · IAPD ↗ · summithousecapital.com · (214) 227-7792

$518.7MRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — SUMMIT HOUSE CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($381.8M -> $518.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2025 — SUMMIT HOUSE CAPITAL MANAGEMENT, LLC reported RAUM up 62% ($235.8M -> $381.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2024 — SUMMIT HOUSE CAPITAL MANAGEMENT, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
49
April 2024 — SUMMIT HOUSE CAPITAL MANAGEMENT, LLC reported RAUM up 50% ($157.4M -> $235.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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