# Summit House Capital Management, LLC

> 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.

- CRD: 306823
- Filed as: SUMMIT HOUSE CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306823
- AdvisorCensus page: https://advisorcensus.com/firm/summit-house-capital-management-llc-dallas-tx-306823

## Quick answers

**How is Summit House Capital Management, LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Summit House Capital Management, LLC located?**
Summit House Capital Management, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Summit House Capital Management, LLC registered with the SEC or a state?**
Summit House Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306823.

**How much does Summit House Capital Management, LLC manage?**
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).

**How have Summit House Capital Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Summit House Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Which custodians does Summit House Capital Management, LLC use?**
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.

**Does Summit House Capital Management, 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/306823

**What changed in Summit House Capital Management, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- US Bank National Association

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.

### Regulatory assets under management (Item 5.F)
- Total: $518,693,963
- Discretionary: $518,693,963
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $191,781,021 |
| Other investment advisers | Fewer than 5 | $326,912,942 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- summithousecapital.com
- LinkedIn @summit-house-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $84,076,345 | 2 | April 16, 2021 |
| October 2022 | $56,380,266 | 3 | August 15, 2022 |
| October 2023 | $157,429,408 | 6 | March 27, 2023 |
| October 2024 | $235,795,097 | 4 | March 19, 2024 |
| October 2025 | $381,773,236 | 5 | March 26, 2025 |
| October 2026 | $518,693,963 | 9 | September 15, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $381,773,236 to $518,693,963 (+36%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summit House Capital Management, LLC (CRD 306823): Form ADV filing data as of October 2026.