Melissa Summitt
Golconda Capital Management · Addison, Texas
Melissa Summitt is a fee-only financial advisor at Golconda Capital Management in Addison, Texas. Golconda Capital Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Golconda Capital Management |
|---|---|
| Based in | Addison, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $2.5M across 4 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4845064 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.golcondacapitalmanagement.com |
How Melissa's firm compares
- Golconda Capital Management's average account is about $625,000, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Melissa
Is Melissa Summitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Melissa holds no broker registration, and Golconda Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Melissa charge for financial advice?
Melissa's firm, Golconda Capital Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Melissa Summitt based?
Melissa Summitt is based in Addison, Texas.
Is Melissa Summitt registered with the SEC?
Yes. Melissa Summitt is registered as an investment adviser representative in TX (CRD 4845064), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Golconda Capital Management manage?
Golconda Capital Management reports $2.5M across 4 accounts in assets under management.
How do I contact Melissa Summitt?
Through Melissa's website, www.golcondacapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Addison
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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