SummitPoint Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars.
SummitPoint Capital Management reports 91 clients. They include 48 individual clients, 41 high-net-worth individuals and 1 investment company. Of its assets, 100.0% ($133M across 346 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 13% |
| High-net-worth individuals | 45% | 85% |
| Investment companies | 1% | 1% |
| Charitable organizations | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 48 | $17.6M | 13.3% | $367K |
| High-net-worth individuals | 41 | $113M | 85.4% | $2.76M |
| Investment companies | 1 | $1.71M | 1.3% | $1.71M |
| Charitable organizations | Fewer than 5 | $23.8K | 0.0% | $23.8K |
| Total | 91 | $133M | 100% | — |
- Clients
- 48
- Regulatory AUM
- $17.6M
- AUM share
- 13.3%
- Avg. per client
- $367K
- Clients
- 41
- Regulatory AUM
- $113M
- AUM share
- 85.4%
- Avg. per client
- $2.76M
- Clients
- 1
- Regulatory AUM
- $1.71M
- AUM share
- 1.3%
- Avg. per client
- $1.71M
- Clients
- Fewer than 5
- Regulatory AUM
- $23.8K
- AUM share
- 0.0%
- Avg. per client
- $23.8K
Total
- Clients
- 91
- Regulatory AUM
- $133M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
SummitPoint Capital Management charges 0.70%–1.00% a year for its Investment management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Fixed fee for financial planning, from $3,000 to $10,000, negotiable and set in the planning agreement.
- Retirement plan advisory services
- Advisory fee negotiated with the plan sponsor and set out in the plan sponsor agreement, typically billed quarterly.
Matthew Lengel owns 75% or more of SummitPoint Capital Management. The leadership team of SummitPoint Capital Management includes Chief Compliance Officer Amanda Bastos. It has 3 employees, 2 of them in advisory roles.
Leadership
- Amanda BastosChief Compliance Officer
- Matthew LengelOwner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Summitpoint Capital Management
Matthew Lengel
Control person · since May 2025
SummitPoint Capital Management’s regulatory assets grew Infinity× from $0 (July 2025) to $133M (April 2026); employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $133M | 91 | 3 | 1 |
| July 2025 | $0 | 0 | 2 | 1 |
Besides its headquarters, SummitPoint Capital Management has 0 offices, with 1 listed address in Colorado.
Colorado · 1 listed address
- 2489 W Main Street, LittletonHQ
Contact and registration details
- Legal name
- Summitpoint Capital Management
- Headquarters
- 2489 W Main Street, Littleton, CO 80120
- Website
- summitpoint-cap.com
- Phone
- 720-743-9440
- @summit-point-capital-management
- SEC file
- 801-133769
- Structure
- Colorado LLC
- Fiscal year end
- December
SummitPoint Capital Management uses Charles Schwab ($128M) as custodian for its separately managed accounts. SummitPoint Capital Management has custody of $38.6M in client assets for 81 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $128M100%
At year end, SummitPoint Capital Management’s separately managed accounts were mostly in funds (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $92.8M across 39 positions; the largest are Schwab Strategic TR (16.6%), iShares TR (8.6%) and iShares TR (6.5%).
What the accounts hold
- Stocks1%
- Funds89%
- Bonds1%
- Cash2%
- Other7%
- Fixed income7%
Reported 13F holdings
- $92.8M
- Reported 13F value
- 39
- Positions
- 67.0%
- In the 10 largest
- +17.8%
- Value vs. prior quarter
- Schwab Strategic TR · US Lcap GR ETF16.6%
- iShares TR · 3 7 YR Treas BD8.6%
- iShares TR · MSCI Acwi EX US6.5%
- J P Morgan Exchange Traded F · Active Value ETF6.3%
- Schwab Strategic TR · US Mid-cap ETF6.1%
- Ssga Active ETF TR · ST Str Total ETF5.3%
- iShares TR · US Sml Cap EQT5.0%
- Janus Detroit Str TR · Hendrson Aaa CL4.4%
- Vanguard Index Fds · S&P 500 ETF Shs4.3%
- Schwab Strategic TR · Intl Eqty ETF3.9%
Together, the ten largest are 67.0% of reported value.
How many clients does SummitPoint Capital Management have?
SummitPoint Capital Management has 91 clients and manages $133 million for them, as of April 2026. They include 48 individual clients, 41 high-net-worth individuals and 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 April 2026
What services does SummitPoint Capital Management offer?
SummitPoint Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does SummitPoint Capital Management charge?
SummitPoint Capital Management charges 0.70%–1.00% a year for its Investment management. The fee is billed in advance and is negotiable.
Source: 2A BROCHURE, filed 31 March 2026
Which custodians does SummitPoint Capital Management use?
SummitPoint Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $128M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 April 2026
How many financial advisors does SummitPoint Capital Management have?
SummitPoint Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does SummitPoint Capital Management invest in?
At the end of its last fiscal year, SummitPoint Capital Management’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 7% other, 2% cash and equivalents, 1% exchange-traded equities and 1% state and local bonds. The 7% other category is described as: Fixed Income.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns SummitPoint Capital Management?
SummitPoint Capital Management’s direct owner is Matthew Lengel (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 April 2026
How does SummitPoint Capital Management get paid?
SummitPoint Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact SummitPoint Capital Management?
SummitPoint Capital Management’s main office is at 2489 W Main Street, Littleton, CO 80120. Its phone number is 720-743-9440. Its website is summitpoint-cap.com.