{
  "crd_number": 306823,
  "slug": "summit-house-capital-management-llc-dallas-tx-306823",
  "primary_business_name": "SUMMIT HOUSE CAPITAL MANAGEMENT, LLC",
  "legal_name": "SUMMIT HOUSE CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Dallas",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-11-27",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-15",
  "carried_forward": false,
  "raum_total": 518693963.0,
  "raum_discretionary": 518693963.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 326912942.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 191781021.0,
      "count": 4
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/summit-house-capital/about",
    "https://summithousecapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306823",
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/summit-house-capital-management-llc-dallas-tx-306823",
  "display_name": "Summit House Capital Management, LLC",
  "summary": "Summit House Capital Management, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.",
  "citation": "AdvisorCensus. Summit House Capital Management, LLC (CRD 306823): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Summit House Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Summit House Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Summit House Capital Management, LLC located?",
      "a": "Summit House Capital Management, LLC's principal office is in Dallas, TX, according to its Form ADV."
    },
    {
      "q": "Is Summit House Capital Management, LLC registered with the SEC or a state?",
      "a": "Summit House Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306823."
    },
    {
      "q": "How much does Summit House Capital Management, LLC manage?",
      "a": "Summit House Capital Management, LLC reports $518,693,963 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have Summit House Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Summit House Capital Management, LLC: Regulatory assets under management: $84,076,345 in the October 2021 data and $518,693,963 in the October 2026 data, up 517%. Total employees: 2 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Summit House Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4)."
    },
    {
      "q": "Which custodians does Summit House Capital Management, LLC use?",
      "a": "Summit House Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists US Bank National Association as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Summit House Capital Management, LLC report any disciplinary disclosures?",
      "a": "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/306823"
    },
    {
      "q": "What changed in Summit House Capital Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $381,773,236 to $518,693,963 (+36%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 84076345.0,
      "total_employees": 2,
      "filing_date": "2021-04-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 56380266.0,
      "total_employees": 3,
      "filing_date": "2022-08-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 157429408.0,
      "total_employees": 6,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 235795097.0,
      "total_employees": 4,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 381773236.0,
      "total_employees": 5,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 518693963.0,
      "total_employees": 9,
      "filing_date": "2026-09-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $381,773,236 to $518,693,963 (+36%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "US Bank National Association",
      "name_as_filed": "US BANK NATIONAL ASSOCIATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/summit-house-capital-management-llc-dallas-tx-306823.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 191781021.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 326912942.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306823",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}