9AT: SUMMIT CAPITAL SOLUTIONS LLC

SUMMIT CAPITAL SOLUTIONS LLC

other names

SUMMIT CAPITAL SOLUTIONS LLC

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Adviser Profile

As of Date	03/20/2025
Adviser Type - Related adviser
Number of Employees	3
of those in investment advisory functions	3 50.00%
Registration	SEC, Approved, 10/28/2015

AUM^*	0
of that, discretionary
Private Fund GAV^*	0
SMA’s	No
Private Funds	0
Contact Info	844 xxxxxxx
Websites

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

2M 2M 1M 1M 825K 550K 275K

2015 2016 2017 2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Page 4 A. Description of Your Advisory Firm Summit Capital Solutions, LLC (“SCS” and/or “the firm”), is a Limited Liability Company organized in the state of Tennessee. SCS is owned by James D. Webb Revocable Living Trust Agreement dated 08/14/2015 (50%) and Jeremy M. Rettich Revocable Living Trust Agreement dated 12/02/2011 (50%). Jeremy Rettich is the firm’s Chief Executive Officer. SCS has been offering investment advisory services since October 2015. B. Description of Advisory Services Offered SCS is an independent investment management firm providing asset management services as a sub-adviser to third-party investment advisers, who then offer such model portfolios to registered investment adviser firms subscribing to the third-party investment adviser’s investment platform. Portfolio Management Services SCS’s portfolio management services are generally offered through third-party investment advisers on a sub-advised basis utilizing model portfolio strategies described in Item 8

of this brochure. Responsibility for determining whether SCS’s investment management services are appropriate for a particular client is vested exclusively with the investment adviser. C. Client-Tailored Services and Client-Imposed Restrictions SCS may develop customized portfolio holdings for the client. Clients select a category of risk based on an assessment of their individual risk tolerance and investment objectives, to which one or more model portfolios are then correlated. Clients may, however, impose reasonable restrictions on the management of their accounts—for example, restricting the type or amount of security to be purchased in the portfolio. D. Wrap Fee Programs SCS does not participate in wrap fee programs, but acts as a portfolio manager within third- party wrap fee programs. (Wrap fee programs offer services for one all-inclusive fee.) E. Client Assets Under Management As of December 31, 2023, SCS managed $0 in assets under management. Item 5: Fees and Compensation