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Seven Summits Capital

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Philadelphia
CRD Number
Website ssummitscapital.com
Client types

Overview

Seven Summits Capital, LLC is an independent investment management and wealth advisory firm headquartered in Lancaster, Pennsylvania. Founded in early 2012 by Curt R. Stauffer, the firm provides discretionary portfolio management across equities, fixed income, and non-traditional asset classes. Its client base consists primarily of high-net-worth individuals, entrepreneurs, and non-profit institutions. The firm builds customized portfolios rather than model-based or off-the-shelf allocations, describing its style as global, opportunistic, and fundamentally driven.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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