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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT | NA | |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT | NA | |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT | NA | |
| DE LA GARZA, RODRIGO, GERARDO | I | DIRECTOR / SECRETARY | NA | |
| DE LA GARZA, RODRIGO, GERARDO | I | DIRECTOR / SECRETARY | NA | |
| DE LA GARZA, RODRIGO, GERARDO | I | DIRECTOR / SECRETARY | NA | |
| DE LA GARZA, RODRIGO, GERARDO | I | DIRECTOR / SECRETARY | NA | |
| DE LA GARZA, RODRIGO, GERARDO | I | DIRECTOR / SECRETARY | NA | |
| DE LA GARZA, RODRIGO, GERARDO | I | DIRECTOR / SECRETARY | NA | |
| DE LA GARZA, RODRIGO, GERARDO | I | DIRECTOR / SECRETARY | NA | |
| DE LA GARZA, RODRIGO, GERARDO | I | DIRECTOR / SECRETARY | NA | |
| DE LA GARZA, RODRIGO, GERARDO | I | DIRECTOR / SECRETARY | NA | |
| VAZQUEZ, LEOPOLDO | I | SECRETARY | NA | |
| VAZQUEZ, LEOPOLDO | I | SECRETARY | NA | |
| VAZQUEZ, LEOPOLDO | I | SECRETARY | NA | |
| VAZQUEZ, LEOPOLDO | I | SECRETARY | NA | |
| VAZQUEZ, LEOPOLDO | I | SECRETARY | NA | |
| VAZQUEZ, LEOPOLDO | I | SECRETARY | NA | |
| VAZQUEZ, LEOPOLDO | I | SECRETARY | NA | |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUMMA HOLDINGS, INC. | DE | OWNER | E | Control |
| SUMMA HOLDINGS, INC. | DE | OWNER | E | Control |
| SUMMA HOLDINGS, INC. | DE | OWNER | E | Control |
| SUMMA HOLDINGS, INC. | DE | OWNER | E | Control |
| SUMMA HOLDINGS, INC. | DE | OWNER | E | Control |
| SUMMA HOLDINGS, INC. | DE | OWNER | E | Control |
| SUMMA HOLDINGS, INC. | DE | OWNER | E | Control |
| SUMMA HOLDINGS, INC. | DE | OWNER | E | Control |
| SUMMA HOLDINGS, INC. | DE | OWNER | E | Control |
| SUMMA HOLDINGS, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BERNALDO DE QUIROS, MARIA, LUISA | I | SUMMA HOLDINGS, INC. | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | SUMMA HOLDINGS, INC. | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | SUMMA HOLDINGS, INC. | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | SUMMA HOLDINGS, INC. | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | SUMMA HOLDINGS, INC. | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | SUMMA HOLDINGS, INC. | E | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | SUMMA HOLDINGS, INC. | D | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | SUMMA HOLDINGS, INC. | D | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | SUMMA HOLDINGS, INC. | D | Control |
| BERNALDO DE QUIROS, MARIA, LUISA | I | SUMMA HOLDINGS, INC. | D | Control |
| GONZALEZ-PACHECO, MARIA, LUISA | I | SUMMA HOLDINGS | D | Control |
| GONZALEZ-PACHECO, MARIA, LUISA | I | SUMMA HOLDINGS | D | Control |
| GONZALEZ-PACHECO, MARIA, LUISA | I | SUMMA HOLDINGS | D | Control |
| GONZALEZ-PACHECO, MARIA, LUISA | I | SUMMA HOLDINGS | D | Control |
Registrations
Federal
IA
Nov 11, 2025 REGISTERED
Notice Filings (4)
CA FL SD TX
Address
25219 KUYKENDAHL RDSUITE 260
TOMBALL, TX 77375
United States
Phone: 281-362-9977