John Shao
Investment adviser representative at Summitas Investment Management LLC
18 yearsExperience
1 stateRegistered in
CFADesignation
$158.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Summitas Investment Management LLCMay 2024 to now
- Eudaimonia Partners, LLCJul 2020 to Jul 2024
- John Shao Portfolio Management, Inc.Jan 2008 to Jul 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (TX).
Summitas Investment Management LLC
$158.6MAssets managed
41Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3020236
- Firm CRD
- 330721