The Sum

CRD 297658 · The Woodlands, TX · $551.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 297658
SEC number: 801-122376
Firm type: RIA
Assets under management: $551.4M as of May 18, 2026
Website: www.facebook.com/thesumplanning ↗
Phone: 281-940-4859
Address: 4526 Research Forest Dr., The Woodlands, TX, 77381

Advisors at this firm

9 in our index · page 1 of 1

Robert Michael BardCRD 2926578 · The Woodlands, TX

IA RegisteredRegistration inactive
Jill Denise ChandlerCRD 8236198 · The Woodlands, TX

IA Registered
Brady Allen CoxCRD 7833853 · The Woodlands, TX

IA Registered
Mckenna Alexandra DehnCRD 7647056 · The Woodlands, TX

IA RegisteredRegistration inactive
Thomas W. DunawayCRD 5732056 · The Woodlands, TX

IA RegisteredRegistration inactive
Casey Alan MackCRD 5345198 · The Woodlands, TX

IA RegisteredRegistration inactive
Christopher Daniel MelberCRD 5990888 · The Woodlands, TX

IA RegisteredRegistration inactive

Disclosure event(s) on record
Paul Michael RahnCRD 5578276 · The Woodlands, TX

IA RegisteredRegistration inactive
Steven Ross ResnickCRD 8259156 · The Woodlands, TX

IA Registered

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 297658 ↗ FINRA BrokerCheck record for firm CRD 297658 ↗ 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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.