Summit Capital Inc.

Summit Capital Inc. (CRD# 121335) is a financial advisory firm headquartered in Pepper Pike, OH. They manage $222,381,272 in 750 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
29425 Chagrin Blvd. # 350, Pepper Pike, OH 44122
http://www.summit-capital.com
By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $296,508
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
The map below shows states where this firm has explicit registration only.

FL, OH, SC

Financial Advisors at Summit Capital Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Gary Friedman, financial advisor Pepper Pike OH
Gary E. Friedman
CRD#: 1777181
29425 Chagrin Blvd. # 350, Pepper Pike, OH 44122

Gary Friedman (CRD# 1777181) is an Investment Advisor Representative working at Summit Capital Inc. in Pepper Pike, OH and has over 8 years of experience in the finance industry.

2
James Onorato, financial advisor Cleveland OH
James Onorato
CRD#: 1011442
6685 Beta Drive, Cleveland, OH 44143

James Onorato (CRD# 1011442) is an Investment Advisor Representative working at Summit Capital Inc. in Cleveland, OH and has over 42 years of experience in the finance industry.

3
Regina Ryan, financial advisor Pepper Pike OH
Regina M. Ryan
CRD#: 1560072
29425 Chagrin Blvd. # 350, Pepper Pike, OH 44122

Regina Ryan (CRD# 1560072) is an Investment Advisor Representative working at Summit Capital Inc. in Pepper Pike, OH and has over 36 years of experience in the finance industry.

4
David Yormick, financial advisor Pepper Pike OH
David M. Yormick
CRD#: 2294565
29425 Chagrin Blvd. # 350, Pepper Pike, OH 44122

David Yormick (CRD# 2294565) is an Investment Advisor Representative working at Summit Capital Inc. in Pepper Pike, OH and has over 27 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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