Summit Capital Solutions LLC (Brentwood)

Name: Summit Capital Solutions LLC
Address: 6 Cadillac Drive, Brentwood, TN, 37027
Telephone: 615-340-0801

Summit Capital Solutions LLC is a related adviser based in Brentwood. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Tennessee.

Summit Capital Solutions provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Summit Capital Solutions LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Summit Capital Solutions LLC

The company employs 3 people that are either part- or full-time employees. No employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jeremy Matthew Rettich has been acting as President since 1 Sep 2015. Renee Elizabeth Lucas joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Virtue Financial Holdings	Member	1 Sep 2015	75% - 100%	47-3005932
Jeremy Matthew Rettich	President	1 Sep 2015	Other	5080812
Jason Russell Moore	Chief compliance officer	1 Sep 2015	Other	4092012
Renee Elizabeth Lucas	Chief compliance officer	1 Sep 2016	Other	6010603
Anthony Wayne Sheffield	Chief compliance officer	1 Feb 2018	Other	4618240
Renee Elizabeth Lucas	Chief compliance officer	1 Oct 2018	Other	6010603

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Matthew John Rettich	Member	1 Jan 2014	50% - 75%	2998288
Jeremy Matthew Rettich	Member	1 Jan 2014	50% - 75%	5080812

Based in Brentwood

The principal office where Summit Capital Solutions LLC performs its advisory services is located at 6 Cadillac Drive, Brentwood, TN 37027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-340-0801. The normal business hours are 8:00 am - 5:00pm on Monday - Friday. You can find more information about the New York firm at summitcapitalsolutions.com.