Fee-only adviser · Clackamas, OR
Summa Global Advisors, LLC
Summa Global Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Clackamas, Oregon. On its latest Form ADV, filed June 17, 2026, it reports $144M in regulatory assets under management, 125 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 148713 · SEC file 801-71249 |
| Office | 12901 SE 97th Ave Suite 390 Clackamas, OR 97015 |
| Phone | (503) 636-2022 |
| Website | www.summaglobal.com |
| Regulatory assets under management | $144M ($133M discretionary) |
| Individual clients | 84 non-high-net-worth, 41 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Clackamas
- Pinnacle Wealth Advisors $550M
- Stangier Wealth Management $300M
- True North Retirement Advisors, LLC $461M
- Madrona Wealth Management LLC $71M
- Strategic Finance Inc. $3.7M
See all 6 fee-only advisers in Clackamas →
Nearby
- Gladstone 1 firm
- Milwaukie 1 firm
- Oregon City 3 firms
- West Linn 4 firms
- Gresham 2 firms
- Lake Oswego 34 firms
- Portland 58 firms
- Tualatin 2 firms
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