Summit Capital Strategies, LLC (Spokane)

Name: Summit Capital Strategies, LLC
Address: 421 W. Riverside Avenue, Spokane, WA, 99201
Telephone: 866-536-1604

Summit Capital Strategies, LLC is a large advisory firm based in Spokane. It manages $143.23 million of regulatory assets for 267 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Washington.

Summit Capital Strategies provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Summit Capital Strategies: assets under management

The assets under management (AUM) of Summit Capital Strategies, LLC is $143.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $143.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $536.46 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Summit Capital Strategies, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Summit Capital Strategies, LLC

John Curtis Rudolf has been acting as President since 1 Oct 2006. Summit Capital Group Llc joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Joseph Martin	Principal / manager	1 Feb 2006	Other	2780315
David Kohl Martin	Principal	1 Feb 2006	Other	2472822
Lisa Marie Burke	Chief compliance officer	1 Feb 2006	Other	2020766
Summit Capital Group Llc	Owner	1 Oct 2006	75% - 100%	20-5617671
Laura Lynn Carlson	Operations manager	1 Oct 2006	Other	5232738
John Curtis Rudolf	President	1 Oct 2006	Other	406858
Matthew Carl Rudolf	Principal / chief operating officer	1 Oct 2006	Other	4364149

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Joseph Martin	Principal	1 Oct 2006	Other	2780315
David Kohl Martin	Principal	1 Oct 2006	Other	2472822

Based in Spokane

The principal office where Summit Capital Strategies, LLC performs its advisory services is located at 421 W. Riverside Avenue, Spokane, WA 99201, which is also the mailing address of the firm. An additional office of the firm is in Seattle, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-536-1604 or by fax 509-747-5037. The normal business hours are 7:00 am to 5:00 pm pst on Monday - Friday. You can find more information about the New York firm at www.summitcapital.com.