Summit Capital Solutions Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeremy Matthew Rettich | Chief Executive Officer | Dec 2011 (15y) | ≈ 25% – 56.25% via Jeremy M. Rettich Revocable Living Trust Agreement Dated 12/02/2011 | |
| James David Webb | Grantor And Sole Trustee | Chartered Financial Consultant | Aug 2015 (11y) | ≈ 25% – 56.25% via James D. Webb Revocable Living Trust Agreement Dated August 14,2015 |
| Steven Mark Cervantes | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jeremy M. Rettich Revocable Living Trust Agreement Dated 12/02/2011 | Member | Jul 2020 | A | 50% – 75% |
| James D. Webb Revocable Living Trust Agreement Dated August 14,2015 | Member | Jul 2020 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Jeremy Matthew Rettich: 50% – 75% of Jeremy M. Rettich Revocable Living Trust Agreement Dated 12/02/2011 × 50% – 75% direct ≈ 25% – 56.25% of the firm
- James David Webb: 50% – 75% of James D. Webb Revocable Living Trust Agreement Dated August 14,2015 × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗