Summitpoint Capital Management

Overview

Summitpoint Capital Management is an SEC registered investment adviser based in Littleton, CO, registered since 2025. It reports $133M in assets under management across 346 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$133M

Discretionary

100%

Accounts

346

Average account

$383K

Employees

3

Advisory reps

2

Registered since

2025

Jurisdictions

4

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Investment Companies

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Matthew Edward Lengel Owner CRD 6428282
• Amanda Rossi Bastos Chief Compliance Officer CRD 6974391

Advisory reps 2 of 2

• Matthew Edward Lengel Insurance Agent · Investment Adviser Rep CRD 6428282
• Alice Regan Investment Adviser Rep CRD 7706327

Location

Headquarters

2489 W Main St
Littleton, CO 80120

County

Arapahoe

Metro area

Denver-Aurora-Lakewood, CO

Region

West

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: summitpoint-cap.com

Every state, with registration dates

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