9AT: SUMMIT CAPITAL SOLUTIONS LLC

Adviser Profile

As of Date	09/23/2026
Registration	SEC, Approved, 10/28/2015
ADV Location	BRENTWOOD, TN, United States
Contact Info	844 xxxxxxx
Websites

AUM^*	0
of that, discretionary
Number of Employees	3
of those in investment advisory functions	3 50%
Private Fund GAV^*	0
SMA’s	No
Private Funds	0

Adviser Type

- Related adviser

Client Types

Advisory Activities

Compensation Arrangments

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CB INTERNATIONAL BANK LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BFINANCE US LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser ACHIEVE WEALTH PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser KOBO RETIREMENT STRATEGIES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser CLERKIE ADVISORY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser MMA SECURITIES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser OPTION RESEARCH & TECHNOLOGY SERVICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser COMGEST US LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser DEMARCHE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser PRINCIPAL ENTERPRISE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-

Brochure Summary

Overview

Page 4 A. Description of Your Advisory Firm Summit Capital Solutions, LLC (“SCS” and/or “the firm”), is a Limited Liability Company organized in the state of Tennessee. SCS is owned by James D. Webb Revocable Living Trust Agreement dated 08/14/2015 (50%) and Jeremy M. Rettich Revocable Living Trust Agreement dated 12/02/2011 (50%). Jeremy Rettich is the firm’s Chief Executive Officer. SCS has been offering investment advisory services since October 2015. B. Description of Advisory Services Offered SCS is an independent investment management firm providing asset management services as a sub-adviser to third-party investment advisers, who then offer such model portfolios to registered investment adviser firms subscribing to the third-party investment adviser’s investment platform. Portfolio Management Services SCS’s portfolio management services are generally offered through third-party investment advisers on a sub-advised basis utilizing model portfolio strategies described in Item 8

of this brochure. Responsibility for determining whether SCS’s investment management services are appropriate for a particular client is vested exclusively with the investment adviser. C. Client-Tailored Services and Client-Imposed Restrictions SCS may develop customized portfolio holdings for the client. Clients select a category of risk based on an assessment of their individual risk tolerance and investment objectives, to which one or more model portfolios are then correlated. Clients may, however, impose reasonable restrictions on the management of their accounts—for example, restricting the type or amount of security to be purchased in the portfolio. D. Wrap Fee Programs SCS does not participate in wrap fee programs, but acts as a portfolio manager within third- party wrap fee programs. (Wrap fee programs offer services for one all-inclusive fee.) E. Client Assets Under Management As of December 31, 2023, SCS managed $0 in assets under management. Item 5: Fees and Compensation

SUMMIT CAPITAL SOLUTIONS LLC

SUMMIT CAPITAL SOLUTIONS LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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SUMMIT CAPITAL SOLUTIONS LLC SUMMIT CAPITAL SOLUTIONS LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

SUMMIT CAPITAL SOLUTIONS LLC

SUMMIT CAPITAL SOLUTIONS LLC