SUMMA GLOBAL ADVISORS, LLC
CRD #148713 SEC #801-71249 CLACKAMAS, OR 503-636-2022
SEC Registered
Total AUM
$140.1M
Discretionary
$127.9M
Employees
2
Clients
0
Accounts
374
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $140.1M | $127.9M | $12.1M | 2 | 0 |
| Apr 2025 | $140.1M | $127.9M | $12.1M | 2 | 0 |
| Jul 2024 | $138.9M | $125.7M | $13.2M | 2 | 0 |
| Apr 2024 | $138.9M | $125.7M | $13.2M | 2 | 0 |
| Mar 2024 | $138.9M | $125.7M | $13.2M | 3 | 0 |
| Mar 2023 | $119.1M | $106.9M | $12.3M | 3 | 0 |
| Mar 2022 | $140.7M | $124.8M | $15.9M | 3 | 0 |
| Aug 2021 | $246.2M | $136.9M | $109.4M | 3 | 0 |
| Mar 2021 | $246.2M | $136.9M | $109.4M | 3 | 0 |
| Jan 2021 | $203.9M | $120.9M | $83M | 3 | 0 |
| Jun 2020 | $203.9M | $120.9M | $83M | 4 | 0 |
| Mar 2020 | $203.9M | $120.9M | $83M | 4 | 0 |
| Mar 2019 | $159.7M | $104.8M | $54.9M | 4 | 0 |
| Mar 2018 | $164.9M | $114.7M | $50.2M | 3 | 0 |
| Mar 2017 | $143.5M | $101.5M | $42M | 3 | 26 |
| Mar 2016 | $104.5M | $96.7M | $7.8M | 3 | 26 |
| Sep 2015 | $106.6M | $99.9M | $6.7M | 3 | 26 |
| Mar 2015 | $106.6M | $99.9M | $6.7M | 3 | 26 |
| Mar 2014 | $112.6M | $105.5M | $7.1M | 3 | 26 |
| Sep 2013 | $114M | $102M | $12M | 4 | 26 |
| Mar 2013 | $114M | $102M | $12M | 4 | 26 |
| Mar 2012 | $110.2M | $101.9M | $8.3M | 1 | 26 |
| Mar 2011 | $112.6M | $93.7M | $18.9M | 5 | -- |
DateApr 2025
Total AUM$140.1M
Discretionary$127.9M
Non-Disc.$12.1M
Employees2
Clients0
DateApr 2025
Total AUM$140.1M
Discretionary$127.9M
Non-Disc.$12.1M
Employees2
Clients0
DateJul 2024
Total AUM$138.9M
Discretionary$125.7M
Non-Disc.$13.2M
Employees2
Clients0
DateApr 2024
Total AUM$138.9M
Discretionary$125.7M
Non-Disc.$13.2M
Employees2
Clients0
DateMar 2024
Total AUM$138.9M
Discretionary$125.7M
Non-Disc.$13.2M
Employees3
Clients0
DateMar 2023
Total AUM$119.1M
Discretionary$106.9M
Non-Disc.$12.3M
Employees3
Clients0
DateMar 2022
Total AUM$140.7M
Discretionary$124.8M
Non-Disc.$15.9M
Employees3
Clients0
DateAug 2021
Total AUM$246.2M
Discretionary$136.9M
Non-Disc.$109.4M
Employees3
Clients0
DateMar 2021
Total AUM$246.2M
Discretionary$136.9M
Non-Disc.$109.4M
Employees3
Clients0
DateJan 2021
Total AUM$203.9M
Discretionary$120.9M
Non-Disc.$83M
Employees3
Clients0
DateJun 2020
Total AUM$203.9M
Discretionary$120.9M
Non-Disc.$83M
Employees4
Clients0
DateMar 2020
Total AUM$203.9M
Discretionary$120.9M
Non-Disc.$83M
Employees4
Clients0
DateMar 2019
Total AUM$159.7M
Discretionary$104.8M
Non-Disc.$54.9M
Employees4
Clients0
DateMar 2018
Total AUM$164.9M
Discretionary$114.7M
Non-Disc.$50.2M
Employees3
Clients0
DateMar 2017
Total AUM$143.5M
Discretionary$101.5M
Non-Disc.$42M
Employees3
Clients26
DateMar 2016
Total AUM$104.5M
Discretionary$96.7M
Non-Disc.$7.8M
Employees3
Clients26
DateSep 2015
Total AUM$106.6M
Discretionary$99.9M
Non-Disc.$6.7M
Employees3
Clients26
DateMar 2015
Total AUM$106.6M
Discretionary$99.9M
Non-Disc.$6.7M
Employees3
Clients26
DateMar 2014
Total AUM$112.6M
Discretionary$105.5M
Non-Disc.$7.1M
Employees3
Clients26
DateSep 2013
Total AUM$114M
Discretionary$102M
Non-Disc.$12M
Employees4
Clients26
DateMar 2013
Total AUM$114M
Discretionary$102M
Non-Disc.$12M
Employees4
Clients26
DateMar 2012
Total AUM$110.2M
Discretionary$101.9M
Non-Disc.$8.3M
Employees1
Clients26
DateMar 2011
Total AUM$112.6M
Discretionary$93.7M
Non-Disc.$18.9M
Employees5
Clients--