Matthew Lengel has been Owner of SummitPoint Capital Management since May 2025, is a control person of the firm and directly owns 75% or more of it.
Summitpoint Capital Management is a Littleton, CO firm with $133M under management, 91 clients and 2 advisers in one office, as of its April 2026 filing.
Matthew Lengel is President & Founder of SummitPoint Capital Management, based in Littleton, Colorado. Lengel is a wealth advisor and firm principal with over a decade of experience guiding complex financial strategy.
Matthew Lengel’s longest registration was 5 years at Denver PWM, LLC (2020–2025). Before joining SummitPoint Capital Management in 2025, Matthew Lengel was registered through Denver PWM, LLC and Kathmere Capital Management, LLC.
- – present · 1 yearLittleton, CO · Adviser representative · Firm CRD 336856
- Denver PWM, LLC– · 5 yearsDenver, CO · Adviser representative · Firm CRD 171139
- Kathmere Capital Management, LLC– · under a yearKing of Prussia, PA · Adviser representative · Firm CRD 305118
- LPL Financial LLC– · under a yearHighlands Ranch, CO · Adviser representative · Firm CRD 6413
- Private Advisor Group, LLC– · 1 yearHighlands Ranch, CO · Adviser representative · Firm CRD 155216
Professional designations
Listed by SummitPoint Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew Lengel is registered as an investment adviser representative in 2 states. Each was approved in September 2025.
- ColoradoSince 25 September 2025
- TexasSince 25 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 15 August 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 May 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 March 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew Edward Lengel
- CRD
- 6428282
- Firm
- SummitPoint Capital Management · CRD 336856
- Role
- Owner
- Office
- 2489 W MAIN STREET, Littleton, CO 80120
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- summitpoint-cap.com
Where does Matthew Lengel work?
Matthew Lengel has been Owner of Summitpoint Capital Management since May 2025, and is a control person of the firm.
Is Matthew Lengel a financial advisor?
Yes. Matthew Lengel has a current investment-adviser registration in Colorado and Texas, through SummitPoint Capital Management since September 2025.
How many years of experience does Matthew Lengel have?
Matthew Lengel has 11 years in the financial industry, since April 2015, across 5 adviser firms.
What exams has Matthew Lengel passed?
Matthew Lengel has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in March 2015. FINRA credited Matthew Lengel with the SIE, which began in October 2018.
Where did Matthew Lengel work before SummitPoint Capital Management?
Before SummitPoint Capital Management, Matthew Lengel was registered through Kathmere Capital Management, LLC, October 2019 to January 2020; LPL Financial LLC, September 2018 to September 2018; Private Advisor Group, LLC, December 2017 to October 2019.
Where is Matthew Lengel based?
Matthew Lengel’s registered office is in Littleton, CO.
Is Matthew Lengel registered with FINRA?
No. Matthew Lengel has no current broker registration.
Is Matthew Lengel a CFP?
SummitPoint Capital Management lists Matthew Lengel with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Lengel’s record?
Search CRD 6428282 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Lengel’s full registration record.