RIA Intelligence

SUMMIT STRATEGIES INC

Legal name: SUMMIT STRATEGIES GROUP

CRD #107161 SEC #801-49120 ST LOUIS, MO 314-727-7211
SEC Registered Private Funds
Total AUM
$3.9B
Discretionary
$3.9B
Employees
62
Clients
--
Accounts
25

Firm Details

Organization Type
Corporation
State of Formation
Missouri
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 4, 2018
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Brown, Roger, LeoIMANAGING DIRECTORNA Control
Brown, Roger, LeoIMANAGING DIRECTORNA Control
Brown, Roger, LeoIMANAGING DIRECTORNA Control
HAYDEN, TIMOTHY, ANDREWISENIOR VICE PRESIDENT, DIRECTOR OF FINANCE & ADMINISTRATIONNA Control
HAYDEN, TIMOTHY, ANDREWISENIOR VICE PRESIDENT, DIRECTOR OF FINANCE & ADMINISTRATIONNA Control
HAYDEN, TIMOTHY, ANDREWIPRINCIPAL, FINANCE & ADMINISTRATIONNA Control
HAYDEN, TIMOTHY, ANDREWIPRINCIPAL, FINANCE & ADMINISTRATIONNA Control
HAYDEN, TIMOTHY, ANDREWIPRINCIPAL, FINANCE & ADMINISTRATIONNA Control
HAYDEN, TIMOTHY, ANDREWIPRINCIPAL, FINANCE & ADMINISTRATIONNA Control
HAYDEN, TIMOTHY, ANDREWIPRINCIPAL, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
HAYDEN, TIMOTHY, ANDREWIPRINCIPAL, MANAGING DIRECTORNA Control
HAYDEN, TIMOTHY, ANDREWIPRINCIPAL, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
HAYDEN, TIMOTHY, ANDREWIPRINCIPAL, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
HAYNES, DANIEL, EVERETTICHIEF COMPLIANCE OFFICERNA Control
HAYNES, DANIEL, EVERETTICHIEF COMPLIANCE OFFICERNA Control
HAYNES, DANIEL, EVERETTICHIEF COMPLIANCE OFFICERNA Control
HAYNES, DANIEL, EVERETTICHIEF COMPLIANCE OFFICERNA Control
HAYNES, DANIEL, EVERETTICHIEF COMPLIANCE OFFICERNA Control
HAYNES, DANIEL, EVERETTICHIEF COMPLIANCE OFFICERNA Control
HAYNES, DANIEL, EVERETTICHIEF COMPLIANCE OFFICERNA Control
KELLER, CHRISTOPHER, ALANIMANAGING DIRECTORNA Control
KELLER, CHRISTOPHER, ALANIMANAGING DIRECTORNA Control
KELLER, CHRISTOPHER, ALANIMANAGING DIRECTORNA Control
KELLER, CHRISTOPHER, ALANIMANAGING DIRECTORNA Control
KELLER, CHRISTOPHER, ALANIMANAGING DIRECTORNA Control
KELLER, CHRISTOPHER, ALANIMANAGING DIRECTORNA Control
KELLER, CHRISTOPHER, ALANIMANAGING DIRECTORNA Control
KELLER, CHRISTOPHER, ALANIMANAGING DIRECTORNA Control
KELLER, CHRISTOPHER, ALANIMANAGING DIRECTORNA Control
KELLER, CHRISTOPHER, ALANIMANAGING DIRECTORNA Control
KELLER, CHRISTOPHER, ALANIMANAGING DIRECTORNA Control
KELLER, CHRISTOPHER, ALANIMANAGING DIRECTOR, PRINCIPALNA Control
KELLER, CHRISTOPHER, ALANIMANAGING DIRECTOR, PRINCIPALNA Control
KELLER, CHRISTOPHER, ALANIMANAGING DIRECTOR, PRINCIPALNA Control
KELLER, CHRISTOPHER, ALANIMANAGING DIRECTOR, PRINCIPALNA Control
KELLER, CHRISTOPHER, ALANIPRINCIPAL, MANAGING DIRECTORNA Control
KELLER, CHRISTOPHER, ALANIPRINCIPAL, MANAGING DIRECTORNA Control
MOORE, CHRISTOPHER, ADAMICHIEF INVESTMENT OFFICERNA Control
MOORE, CHRISTOPHER, ADAMICHIEF INVESTMENT OFFICERNA Control
MOORE, CHRISTOPHER, ADAMICHIEF INVESTMENT OFFICERNA Control
MOORE, CHRISTOPHER, ADAMICHIEF INVESTMENT OFFICERNA Control
MOORE, CHRISTOPHER, ADAMICHIEF INVESTMENT OFFICERNA Control
MOORE, CHRISTOPHER, ADAMICHIEF INVESTMENT OFFICERNA Control
MOORE, CHRISTOPHER, ADAMIPRINCIPAL, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
MOORE, CHRISTOPHER, ADAMIPRINCIPAL, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
MOORE, CHRISTOPHER, ADAMIPRINCIPAL, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
MOORE, CHRISTOPHER, ADAMIPRINCIPAL, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
RALPH, ERIC, JASONIMANAGING DIRECTOR, SHAREHOLDERNA Control
RALPH, ERIC, JASONIMANAGING DIRECTOR, SHAREHOLDERNA Control
RALPH, ERIC, JASONIMANAGING DIRECTOR, SHAREHOLDERNA Control
RALPH, ERIC, JASONIMANAGING DIRECTOR, SHAREHOLDERNA Control
RALPH, ERIC, JASONIMANAGING DIRECTOR, SHAREHOLDERNA Control
RALPH, ERIC, JASONIMANAGING DIRECTOR, SHAREHOLDERNA Control
RALPH, ERIC, JASONIMANAGING DIRECTOR, SHAREHOLDERNA Control
RALPH, ERIC, JASONIMANAGING DIRECTOR, SHAREHOLDERNA Control
RALPH, ERIC, JASONIMANAGING DIRECTOR, SHAREHOLDERNA Control
RALPH, ERIC, JASONIMANAGING DIRECTOR, SHAREHOLDERNA Control
RALPH, ERIC, JASONIMANAGING DIRECTOR, SHAREHOLDERNA Control
RALPH, ERIC, JASONIMANAGING DIRECTOR, PRINCIPALNA Control
RALPH, ERIC, JASONIMANAGING DIRECTOR, PRINCIPALNA Control
RALPH, ERIC, JASONIMANAGING DIRECTOR, PRINCIPALNA Control
RALPH, ERIC, JASONIMANAGING DIRECTOR, PRINCIPALNA Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERD Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERD Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERD Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERD Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERD Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERD Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERD Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERD Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERD Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, PRINCIPALD Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, PRINCIPALD Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, PRINCIPALD Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, PRINCIPALD Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERC Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERC Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERC Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERC Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERC Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERC Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERC Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERC Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERC Control
HOLMES, STEPHEN, PATRICKIPRINCIPAL, MANAGING DIRECTOR, PRESIDENTC Control
HOLMES, STEPHEN, PATRICKIPRINCIPAL, MANAGING DIRECTOR, PRESIDENTC Control
HOLMES, STEPHEN, PATRICKIPRINCIPAL, MANAGING DIRECTOR, PRESIDENTC Control
HOLMES, STEPHEN, PATRICKIPRINCIPAL, MANAGING DIRECTOR, PRESIDENTC Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERC Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERC Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERC Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERC Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERC Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERC Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERC Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERC Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERC Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, PRINCIPALC Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, PRINCIPALC Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, PRINCIPALC Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, PRINCIPALC Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLIMANAGING DIRECTOR, SHAREHOLDERB Control
FOX, CHRISTOPHER, CARLISHAREHOLDERB
FOX, CHRISTOPHER, CARLISHAREHOLDERB
HOLMES, CHARLES, RAYMONDISHAREHOLDERB
HOLMES, CHARLES, RAYMONDISHAREHOLDERB
HOLMES, CHARLES, RAYMONDISHAREHOLDERB
HOLMES, CHARLES, RAYMONDISHAREHOLDERB
HOLMES, CHARLES, RAYMONDISHAREHOLDERB Control
HOLMES, CHARLES, RAYMONDISHAREHOLDERB Control
HOLMES, CHARLES, RAYMONDISHAREHOLDERB Control
HOLMES, CHARLES, RAYMONDISHAREHOLDERB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, SHAREHOLDERB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, SHAREHOLDERB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, SHAREHOLDERB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, SHAREHOLDERB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, SHAREHOLDERB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, CCO & SHAREHOLDERB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR & SHAREHOLDERB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR & SHAREHOLDERB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, PRINCIPALB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, PRINCIPALB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, PRINCIPALB Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, PRINCIPALB Control
HOLMES, DANIEL, JOSEPHIPRINCIPALB Control
HOLMES, DANIEL, JOSEPHIPRINCIPALB Control
HOLMES, DANIEL, JOSEPHIPRINCIPALB Control
HOLMES, DANIEL, JOSEPHIPRINCIPALB Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERB Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERB Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERB Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERB Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERB Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERB Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERB Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERB Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERB Control
HOLMES, STEPHEN, PATRICKIPRESIDENT, MANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIMANAGING DIRECTOR, SHAREHOLDERB Control
POLLIHAN, THOMAS, PATRICKIPRINCIPAL, MANAGING DIRECTORB Control
POLLIHAN, THOMAS, PATRICKIPRINCIPAL, MANAGING DIRECTORB Control
POLLIHAN, THOMAS, PATRICKIPRINCIPAL, MANAGING DIRECTORB Control
POLLIHAN, THOMAS, PATRICKIPRINCIPAL, MANAGING DIRECTORB Control
DAHM, JAMES, ERNSTISHAREHOLDERA
DAHM, JAMES, ERNSTISHAREHOLDERA
DAHM, JAMES, ERNSTISHAREHOLDERA
DAHM, JAMES, ERNSTISHAREHOLDERA
DAHM, JAMES, ERNSTISHAREHOLDERA
DAHM, JAMES, ERNSTISHAREHOLDERA
DAHM, JAMES, ERNSTISHAREHOLDERA
DAHM, JAMES, ERNSTISHAREHOLDERA
DAHM, JAMES, ERNSTISHAREHOLDERA
HOLMES, CHARLES, RAYMONDICEO, SHAREHOLDERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, CCO & SHAREHOLDERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, CCO & SHAREHOLDERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, CCO & SHAREHOLDERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, CCO & SHAREHOLDERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, CCO & SHAREHOLDERA Control
HOLMES, DANIEL, JOSEPHISECRETARY, MANAGING DIRECTOR, CCO & SHAREHOLDERA Control
SANT, TIMOTHY, SISHAREHOLDERA
SANT, TIMOTHY, SISHAREHOLDERA
SANT, TIMOTHY, SISHAREHOLDERA
SANT, TIMOTHY, SISHAREHOLDERA
SANT, TIMOTHY, SISHAREHOLDERA
SANT, TIMOTHY, SISHAREHOLDERA

Registrations

Federal

IA
May 4, 2018 REGISTERED

Notice Filings (11)

CT FL IL LA MD MO NE NY OH PA TX

Address

8182 MARYLAND AVE, 6TH FLOOR
ST LOUIS, MO 63105-3771
United States
Phone: 314-727-7211