Summa Capital Management LLC

Summa Capital Management LLC (CRD# 139984) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $59,901,222 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1129 State Street, Suite 29, Santa Barbara, CA 93101
https://summacapitalmgmt.com/
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $587,267
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
Types of Clients
Registered States
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 Schaffield, financial advisor Santa Barbara CA
Brian A. Schaffield
CRD#: 1905309
1129 State Street, Suite 29, Santa Barbara, CA 93101

Brian Schaffield (CRD# 1905309) is an Investment Advisor Representative working at Summa Capital Management LLC in Santa Barbara, CA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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