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Summa Capital Management LLC CRD 139984
$79.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1129 State Street, Suite 29, Santa Barbara, CA 93101-6763 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2006-07-06 |
Branch Locations
1129 State Street, Suite 29, Santa Barbara, CA 93101-6763 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summa Capital Management Llc | Santa Barbara | CA | 04/2006 | Present |
| Thepartners Wealth Management Dba Summa Capital Management | Carmel Valley | CA | 01/2022 | Present |
4/2006 Summa Capital Management LLC; Registered Investment Advisor; Managing Member/Owner/IAR; 80 hours/month, say 50% of professional time/ no time spent during trading hours ; full responsibility for RIA; dually registered with Summa Capital Management for 2022. Transitioning advisory business to ThePARTNERS Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-16 |
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