Client Portals

For convenience purposes, clients may use the following links to access their Client Online Portal at Summa Capital Management and log in to their custodian accounts at Charles Schwab & Co Inc.

Summa Capital Management Client Portal

Charles Schwab & Co. Inc. Accounts

Quick Links

Client Portal Custodial Account Login

Information

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Contact Us

info@summacapitalmgmt.com

805-284-9910

1129 State Street, Suite 29

Santa Barbara, CA 93101

Copyright©2024 Summa Capital Management LLC is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training. The content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Investing involves risk and possible loss of principal capital. Past performance is no guarantee of future returns.