Summa Corp.

CRD 113091 · Tomball, TX · $587.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 113091
SEC number: 801-107935
Firm type: RIA
Assets under management: $587.2M as of May 4, 2026
Website: Not yet retrieved from the source record
Phone: 281-362-9977
Address: 25219 Kuykendahl Rd, Tomball, TX, 77375

Advisors at this firm

3 in our index · page 1 of 1

Maria Luisa Bernaldo De QuirosCRD 1793154 · Tomball, TX

IA RegisteredRegistration inactive
Rodrigo Gerardo De La GarzaCRD 2533089 · Tomball, TX

IA RegisteredBroker
Alonso Valenzuela Del RioCRD 3243583 · Tomball, TX

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 113091 ↗ FINRA BrokerCheck record for firm CRD 113091 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.