# The Summit Group

> The Summit Group is a state-registered investment advisory firm in San Antonio, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 173130
- Filed as: THE SUMMIT GROUP
- Legal name: Argenta Capital Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173130
- AdvisorCensus page: https://advisorcensus.com/firm/the-summit-group-san-antonio-tx-173130

## Quick answers

**How is The Summit Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Summit Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is The Summit Group located?**
The Summit Group's principal office is in San Antonio, TX, according to its Form ADV.

**Is The Summit Group registered with the SEC or a state?**
The Summit Group is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 173130.

**How much does The Summit Group manage?**
The Summit Group reports $16,000,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does The Summit Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (2).

**Does The Summit Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173130

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $16,000,000
- Discretionary: $16,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $12,000,000 |
| High net worth individuals | 2 | $4,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 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)
- alignable.com/san-antonio-tx/the-summit-group-advisors
- thesummitgroupadvisors.com
- Facebook @SummitSATX
- LinkedIn @the-summit-group-advisors
- X @SummitSATX
- YouTube @UCIgsMJ0cD3n5KcP703kT8yQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Summit Group (CRD 173130): Form ADV filing data as of October 2026.