The Sum
The Sum is an SEC-registered wealth manager in The Woodlands, TX with $551.4M assets under management (AUM, regulatory AUM), +35% over one year. See who owns The Sum: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297658, SEC 801-122376, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $551.4M (2026-05-18)
- Firm type
- Wealth Manager
- Location
- The Woodlands, TX
- Employees
- 12
- Clients
- 209
- CRD
- 297658
- Ownership
- BARD, ROBERT, MICHAEL; RAHN, PAUL, MICHAEL; MELBER, CHRISTOPHER, DANIEL; MACK, CASEY, ALAN; Cox, Brady, Allen
How much AUM does The Sum have?
The Sum reported $551.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns The Sum?
Disclosed owners and executives of The Sum include BARD, ROBERT, MICHAEL, RAHN, PAUL, MICHAEL, MELBER, CHRISTOPHER, DANIEL, MACK, CASEY, ALAN, Cox, Brady, Allen. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.