SUMMA CORP.
CRD #113091 SEC #801-107935 TOMBALL, TX 281-362-9977
SEC Registered
Total AUM
$458.9M
Discretionary
$348.2M
Employees
2
Clients
--
Accounts
66
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $458.9M | $348.2M | $110.7M | 2 | 0 |
| Feb 2025 | $458.9M | $348.2M | $110.7M | 2 | 0 |
| Mar 2024 | $361.6M | $266.1M | $95.5M | 2 | 0 |
| Mar 2023 | $232.4M | $189.7M | $42.7M | 2 | 0 |
| Mar 2022 | $276.9M | $201.8M | $75.1M | 3 | 0 |
| Mar 2021 | $277.4M | $170.6M | $106.9M | 2 | 0 |
| Sep 2020 | $226.9M | $97M | $129.9M | 2 | 0 |
| Jun 2020 | $226.9M | $97M | $129.9M | 2 | 0 |
| Mar 2020 | $164.3M | $34.1M | $130.2M | 2 | 0 |
| Jun 2019 | $95.8M | $28M | $67.8M | 2 | 0 |
| Feb 2019 | $95.8M | $28M | $67.8M | 1 | 0 |
| Mar 2018 | $104.7M | $32.9M | $71.7M | 1 | 0 |
| Feb 2018 | $104.7M | $32.9M | $71.7M | 1 | 0 |
| Oct 2017 | $109.7M | $35.9M | $73.8M | 1 | 29 |
| Sep 2017 | $109.7M | $35.9M | $73.8M | 1 | 11 |
| Mar 2017 | $180.3M | $28.5M | $151.8M | 1 | 11 |
| Jun 2016 | $121.1M | $41.2M | $79.9M | 1 | 11 |
| Jun 2016 | $121.1M | $41.2M | $79.9M | 1 | 11 |
| May 2016 | $121.1M | $41.2M | $79.9M | 1 | 11 |
| Jun 2012 | $43.5M | $43.5M | $0 | 1 | 11 |
| Mar 2012 | $43.5M | $43.5M | $0 | 1 | 11 |
| Mar 2011 | $41.5M | $41.5M | $0 | 5 | -- |
| Mar 2010 | $68M | $63.9M | $4.1M | 5 | -- |
| Jun 2009 | $63.1M | $59.9M | $3.2M | 5 | -- |
| Jun 2009 | $63.1M | $59.9M | $3.2M | 5 | -- |
| Mar 2009 | $63.1M | $59.9M | $3.2M | 5 | -- |
| Mar 2007 | $66.7M | $32.3M | $34.4M | 5 | -- |
| Jan 2007 | $58.1M | $28.8M | $29.2M | 5 | -- |
| Nov 2006 | $58.1M | $28.8M | $29.2M | 5 | -- |
| Mar 2006 | $58.1M | $28.8M | $29.2M | 5 | -- |
| Feb 2005 | $27.2M | $27.2M | $0 | 5 | -- |
| Mar 2004 | $29M | $29M | $0 | 5 | -- |
| Mar 2002 | $38.5M | $38.5M | $0 | 5 | -- |
| Nov 2001 | $47.2M | $47.2M | $0 | 5 | -- |
| Oct 2001 | $47.2M | $47.2M | $0 | 5 | -- |
DateNov 2025
Total AUM$458.9M
Discretionary$348.2M
Non-Disc.$110.7M
Employees2
Clients0
DateFeb 2025
Total AUM$458.9M
Discretionary$348.2M
Non-Disc.$110.7M
Employees2
Clients0
DateMar 2024
Total AUM$361.6M
Discretionary$266.1M
Non-Disc.$95.5M
Employees2
Clients0
DateMar 2023
Total AUM$232.4M
Discretionary$189.7M
Non-Disc.$42.7M
Employees2
Clients0
DateMar 2022
Total AUM$276.9M
Discretionary$201.8M
Non-Disc.$75.1M
Employees3
Clients0
DateMar 2021
Total AUM$277.4M
Discretionary$170.6M
Non-Disc.$106.9M
Employees2
Clients0
DateSep 2020
Total AUM$226.9M
Discretionary$97M
Non-Disc.$129.9M
Employees2
Clients0
DateJun 2020
Total AUM$226.9M
Discretionary$97M
Non-Disc.$129.9M
Employees2
Clients0
DateMar 2020
Total AUM$164.3M
Discretionary$34.1M
Non-Disc.$130.2M
Employees2
Clients0
DateJun 2019
Total AUM$95.8M
Discretionary$28M
Non-Disc.$67.8M
Employees2
Clients0
DateFeb 2019
Total AUM$95.8M
Discretionary$28M
Non-Disc.$67.8M
Employees1
Clients0
DateMar 2018
Total AUM$104.7M
Discretionary$32.9M
Non-Disc.$71.7M
Employees1
Clients0
DateFeb 2018
Total AUM$104.7M
Discretionary$32.9M
Non-Disc.$71.7M
Employees1
Clients0
DateOct 2017
Total AUM$109.7M
Discretionary$35.9M
Non-Disc.$73.8M
Employees1
Clients29
DateSep 2017
Total AUM$109.7M
Discretionary$35.9M
Non-Disc.$73.8M
Employees1
Clients11
DateMar 2017
Total AUM$180.3M
Discretionary$28.5M
Non-Disc.$151.8M
Employees1
Clients11
DateJun 2016
Total AUM$121.1M
Discretionary$41.2M
Non-Disc.$79.9M
Employees1
Clients11
DateJun 2016
Total AUM$121.1M
Discretionary$41.2M
Non-Disc.$79.9M
Employees1
Clients11
DateMay 2016
Total AUM$121.1M
Discretionary$41.2M
Non-Disc.$79.9M
Employees1
Clients11
DateJun 2012
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees1
Clients11
DateMar 2012
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees1
Clients11
DateMar 2011
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$68M
Discretionary$63.9M
Non-Disc.$4.1M
Employees5
Clients--
DateJun 2009
Total AUM$63.1M
Discretionary$59.9M
Non-Disc.$3.2M
Employees5
Clients--
DateJun 2009
Total AUM$63.1M
Discretionary$59.9M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2009
Total AUM$63.1M
Discretionary$59.9M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2007
Total AUM$66.7M
Discretionary$32.3M
Non-Disc.$34.4M
Employees5
Clients--
DateJan 2007
Total AUM$58.1M
Discretionary$28.8M
Non-Disc.$29.2M
Employees5
Clients--
DateNov 2006
Total AUM$58.1M
Discretionary$28.8M
Non-Disc.$29.2M
Employees5
Clients--
DateMar 2006
Total AUM$58.1M
Discretionary$28.8M
Non-Disc.$29.2M
Employees5
Clients--
DateFeb 2005
Total AUM$27.2M
Discretionary$27.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2001
Total AUM$47.2M
Discretionary$47.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$47.2M
Discretionary$47.2M
Non-Disc.$0
Employees5
Clients--