Summa Capital Management LLC

Summa Capital Management LLC (CRD# 139984) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $33,859,882 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $398,352
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Summa Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian A. Schaffield
CRD#: 1905309
1129 State Street, Suite 29, Santa Barbara, CA 93101
93
Wealthminder
score

Brian Schaffield (CRD# 1905309) is an Investment Advisor Representative working at Summa Capital Management LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry.

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