Fee-only adviser · Foster City, CA
Summitry, LLC
Summitry, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Foster City, California. On its latest Form ADV, filed October 26, 2026, it reports $3.4B in regulatory assets under management, 1,293 individual clients and 20 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 | 128586 · SEC file 801-62398 |
| Office | 919 Hillsdale Blvd. Suite 150 Foster City, CA 94404 |
| Phone | (650) 212-2240 |
| Website | www.summitry.com |
| Regulatory assets under management | $3.4B ($3.4B discretionary) |
| Individual clients | 548 non-high-net-worth, 745 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 46 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 26, 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 high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Foster City
- Ieq Capital, LLC $56.8B
- Bailard, Inc. $7.6B
- Team Hewins, LLC $4.0B
- Neumann Capital Management $630M
- Knuff & Company LLC $394M
See all 6 fee-only advisers in Foster City →
Nearby
- Redwood City 6 firms
- Redwood Shores 3 firms
- San Mateo 20 firms
- San Carlos 1 firm
- Burlingame 7 firms
- Millbrae 1 firm
- Menlo Park 18 firms
- Woodside 1 firm
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