AdvisorCensus / Financial advisors / Tennessee / Nashville / Summit Capital Solutions LLC
Summit Capital Solutions LLC is an SEC-registered investment advisory firm in Brentwood, TN, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated September 23, 2026.
Quick answers
From the filingHow is Summit Capital Solutions LLC compensated?
On its Form ADV (Item 5.E, October 2026), Summit Capital Solutions LLC reports these compensation arrangements: other.
Where is Summit Capital Solutions LLC located?
Summit Capital Solutions LLC's principal office is in Brentwood, TN, according to its Form ADV.
Is Summit Capital Solutions LLC registered with the SEC or a state?
Summit Capital Solutions LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281478.
How have Summit Capital Solutions LLC's assets and staff changed since 2021?
In the Form ADV data for Summit Capital Solutions LLC: Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Summit Capital Solutions LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281478
What changed in Summit Capital Solutions LLC's recent Form ADV filings?
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (10 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 3 | September 23, 2026 |
| October 2025 | Not reported | 3 | March 20, 2025 |
| October 2024 | Not reported | 3 | April 12, 2024 |
| October 2023 | Not reported | 3 | September 14, 2023 |
| October 2022 | Not reported | 3 | March 21, 2022 |
| October 2021 | Not reported | 3 | March 19, 2021 |
Total employees: 3 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Summit Capital Solutions LLC (CRD 281478): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/summit-capital-solutions-llc-brentwood-tn-281478