SUMMA CORP.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $587.2M |
| Discretionary | $397.6M68% of AUM |
| Non-Discretionary | $189.6M |
| Client Accounts | 77 |
| Avg Account Size | $7.6M |
| Employees | 2 |
| Peak AUM | $587.2MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $587M | +28.0% | +33.0% | +15.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $587.2M |
| Discretionary | $397.6M |
| Employees | 2 |
| Client Accounts | 77 |
Contact & Location
Address
25219 KUYKENDAHL RD
TOMBALL TX 77375
Phone
281-362-9977
Filing History
55 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$398M
67.7% of AUM
Non-Discretionary
$190M
32.3% of AUM
Disc. mix ▼ 8.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported