Summa Global Advisors, LLC

$144.1MAssets under management
as of Jun 2026 · SEC Form ADV
Clackamas, OR
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No one at Summa Global Advisors, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $63M held · filed Jul 2024
Fidelity
Per Form ADV · $44M held · filed Jul 2024