Alice Regan
Investment adviser representative at Summitpoint Capital Management
10 yearsExperience
2 statesRegistered in
$132.5MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Summitpoint Capital ManagementJul 2025 to now
- Sageview Advisory Group, LLCJan 2023 to Jul 2025
- EducationAug 2022 to Dec 2022
- Ficomm PartnersNov 2020 to Aug 2022
- InternJun 2020 to Aug 2020
- BartacoJan 2020 to Apr 2020
- University of ColoradoFeb 2019 to May 2020
- Casey's Ale HouseAug 2018 to Jan 2019
- Loyola University MarylandAug 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Summitpoint Capital Management
$132.5MAssets managed
91Clients
2Advisers
1 yearIn 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
- 7706327
- Firm CRD
- 336856