# Summa Global Advisors, LLC

Summa Global Advisors, LLC is a Registered Investment Adviser based in Clackamas, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Clackamas, United States
- **Region:** North America
- **Address:** Clackamas, OR, United States
- **Assets under management:** $144.1M regulatory AUM (Form ADV, June 2026)
- **Website:** summaglobal.com

## Regulatory record

- **CRD number:** 148713
- **SEC file number:** 801-71249
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-06-17
- **Reports private funds:** No

## About

Summa Global Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 148713, SEC file 801-71249), with its main office in Clackamas, Oregon. Its Form ADV filed on 17 June 2026 reports $144.1M in regulatory assets under management across 352 accounts.

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Updated: 2026-10-14T19:21:12.885Z

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