Summa Corp.
Summa Corp. is an SEC-registered ria in Tomball, TX with $587.2M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Summa Corp.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113091, SEC 801-107935, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $587.2M (2026-05-04)
- Firm type
- Ria
- Location
- Tomball, TX
- Employees
- 2
- Clients
- 75
- CRD
- 113091
- Ownership
- BERNALDO DE QUIROS, MARIA, LUISA; SUMMA HOLDINGS, INC.; VAZQUEZ, LEOPOLDO; GONZALEZ-PACHECO, MARIA, LUISA; DE LA GARZA, RODRIGO, GERARDO
How much AUM does Summa Corp. have?
Summa Corp. reported $587.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Summa Corp.?
Disclosed owners and executives of Summa Corp. include BERNALDO DE QUIROS, MARIA, LUISA, SUMMA HOLDINGS, INC., VAZQUEZ, LEOPOLDO, GONZALEZ-PACHECO, MARIA, LUISA, DE LA GARZA, RODRIGO, GERARDO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.