Charles Collins Sommer

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2025 → Present
  United Capital Financial Advisors, Llc
  Irving, TX
• 05/2023 → 03/2025
  Fleet Feet
  Davis, CA
• 06/2024 → 09/2024
  Ardian
  San Francisco, CA
• 08/2017 → 08/2021
  Healdsburg Running Company
  Healdsburg, CA
• 08/2025 → 11/2025
  A Runner'S Mind
  San Francisco, CA
• 06/2022 → 09/2022
  Montage International
  Healdsburg, CA
• 06/2021 → 09/2022
  Montage International
  Healdsburg, CA
• 09/2021 → 03/2025
  University Of California, Davis
  Davis, CA
• 08/2017 → 06/2021
  High School
  Healdsburg, CA
• 08/2014 → 06/2017
  Middle School
  Healdsburg, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-31

Other Names

• Chase Sommer