SUMMIT CAPITAL SOLUTIONS LLC
CRD #281478 SEC #801-106842 BRENTWOOD, TN 844-371-4718
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 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 |
|---|---|---|---|---|
| CERVANTES, STEVEN, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CERVANTES, STEVEN, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CERVANTES, STEVEN, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CERVANTES, STEVEN, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CERVANTES, STEVEN, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CERVANTES, STEVEN, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CERVANTES, STEVEN, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CERVANTES, STEVEN, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CERVANTES, STEVEN, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CERVANTES, STEVEN, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUCAS, RENEE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| LUCAS, RENEE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| LUCAS, RENEE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| LUCAS, RENEE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| LUCAS, RENEE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| LUCAS, RENEE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| LUCAS, RENEE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| LUCAS, RENEE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOORE, JASON, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOORE, JASON, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOORE, JASON, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | PRESIDENT | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RETTICH, JEREMY, MATTHEW | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHEFFIELD, ANTHONY, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CCO | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| WEBB, JAMES, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| WEBB, JAMES, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| WEBB, JAMES, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| WEBB, JAMES, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| WEBB, JAMES, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| WEBB, JAMES, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| WEBB, JAMES, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| VIRTUE FINANCIAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIRTUE FINANCIAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIRTUE FINANCIAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIRTUE FINANCIAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIRTUE FINANCIAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIRTUE FINANCIAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIRTUE FINANCIAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIRTUE FINANCIAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIRTUE FINANCIAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIRTUE FINANCIAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIRTUE FINANCIAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIRTUE FINANCIAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIRTUE FINANCIAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIRTUE FINANCIAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIRTUE FINANCIAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | DE | MEMBER | D | Control |
| JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | DE | MEMBER | D | Control |
| JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | DE | MEMBER | D | Control |
| JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | DE | MEMBER | D | Control |
| JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | DE | MEMBER | D | Control |
| JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | DE | MEMBER | D | Control |
| JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | DE | MEMBER | D | Control |
| JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | DE | MEMBER | D | Control |
| JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | DE | MEMBER | D | Control |
| JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | DE | MEMBER | D | Control |
| JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | DE | MEMBER | D | Control |
| JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | DE | MEMBER | D | Control |
| JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | DE | MEMBER | D | Control |
| JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | DE | MEMBER | D | Control |
| JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | DE | MEMBER | D | Control |
| JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | DE | MEMBER | D | Control |
| JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | DE | MEMBER | D | Control |
| JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | DE | MEMBER | D | Control |
| JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | DE | MEMBER | D | Control |
| JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | DE | MEMBER | D | Control |
| JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | DE | MEMBER | D | Control |
| JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | DE | MEMBER | D | Control |
| JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | DE | MEMBER | A | Control |
| JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | DE | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| RETTICH, JEREMY, MATTHEW | I | JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | E | Control |
| RETTICH, JEREMY, MATTHEW | I | JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | E | Control |
| RETTICH, JEREMY, MATTHEW | I | JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | E | Control |
| RETTICH, JEREMY, MATTHEW | I | JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | E | Control |
| RETTICH, JEREMY, MATTHEW | I | JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | E | Control |
| WEBB, JAMES, DAVID | I | JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | E | Control |
| WEBB, JAMES, DAVID | I | JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | E | Control |
| WEBB, JAMES, DAVID | I | JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | E | Control |
| WEBB, JAMES, DAVID | I | JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | E | Control |
| WEBB, JAMES, DAVID | I | JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | E | Control |
| RETTICH, JEREMY, MATTHEW | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, JEREMY, MATTHEW | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, JEREMY, MATTHEW | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, JEREMY, MATTHEW | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, JEREMY, MATTHEW | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, JEREMY, MATTHEW | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, JEREMY, MATTHEW | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, JEREMY, MATTHEW | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, JEREMY, MATTHEW | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, JEREMY, MATTHEW | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, JEREMY, MATTHEW | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, JEREMY, MATTHEW | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, JEREMY, MATTHEW | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, JEREMY, MATTHEW | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, JEREMY, MATTHEW | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, JEREMY, MATTHEW | I | JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | D | Control |
| RETTICH, JEREMY, MATTHEW | I | JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | D | Control |
| RETTICH, JEREMY, MATTHEW | I | JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | D | Control |
| RETTICH, JEREMY, MATTHEW | I | JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | D | Control |
| RETTICH, JEREMY, MATTHEW | I | JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | D | Control |
| RETTICH, JEREMY, MATTHEW | I | JEREMY M. RETTICH REVOCABLE LIVING TRUST AGREEMENT DATED 12/02/2011 | D | Control |
| RETTICH, MATTHEW, JOHN | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, MATTHEW, JOHN | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, MATTHEW, JOHN | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, MATTHEW, JOHN | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, MATTHEW, JOHN | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, MATTHEW, JOHN | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, MATTHEW, JOHN | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, MATTHEW, JOHN | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, MATTHEW, JOHN | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, MATTHEW, JOHN | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, MATTHEW, JOHN | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, MATTHEW, JOHN | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, MATTHEW, JOHN | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, MATTHEW, JOHN | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| RETTICH, MATTHEW, JOHN | I | VIRTUE FINANCIAL HOLDINGS, LLC | D | Control |
| WEBB, JAMES, DAVID | I | JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | D | Control |
| WEBB, JAMES, DAVID | I | JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | D | Control |
| WEBB, JAMES, DAVID | I | JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | D | Control |
| WEBB, JAMES, DAVID | I | JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | D | Control |
| WEBB, JAMES, DAVID | I | JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | D | Control |
| WEBB, JAMES, DAVID | I | JAMES D. WEBB REVOCABLE LIVING TRUST AGREEMENT DATED AUGUST 14,2015 | D | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (1)
TN
Address
6 CADILLAC DRIVESUITE 310
BRENTWOOD, TN 37027
United States
Phone: 844-371-4718