Seven Summits Capital

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1853 William Penn Way Ste 9, Lancaster, ...

Phone Number

(717) 735-0013

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
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About Seven Summits Capital

Seven Summits Capital, LLC, established in 2012, offers investment advisory services through CS Planning, a registered investment advisor. The firm specializes in managing capital across equities, fixed income, and alternative asset classes, focusing on customized investment portfolios tailored to each client's unique objectives. With nearly 30 years of investment management experience, they emphasize a global, opportunistic, and fundamentally driven investment style. Their approach prioritizes client success and financial security, aiming to foster confidence and deliver quantifiable results.Explore more
Seven Summits Capital's Social MediaPopular SearchesSeven Summits Capital LLCSummits Capital LLCCapital LLCCom SevensummitscapitalPennsylvania Capital Area Chapter of the Academy o...SIC Code 62,628NAICS Code 52,523Show more

Seven Summits Capital Org Chart

PhoneEmail
Curt Stauffer, President & Founder at Seven Summits Capital
United States flag for contact location.

President & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Seven Summits Capital

<$5M
1-10
Private
-
2012
Curt Stauffer, President & Founder at Seven Summits Capital
Curt StaufferPresident & Founder
<$5M
1-10
Private
-
2003
N/A
<$5M
11-50
Private
-
2014
AR
Austin RoncancioChief Client Officer (Cco) & Portfolio Manager & Managing Director, Equity Research
<$5M
1-10
Private
-
2020
Kelly Dane, Co-Founder at Defiant Capital Group
Kelly DaneCo-Founder
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2015
MB
Matthew BorowskyDirector, Business Development
Illustration of an envelope

Company Profile Activity

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Activity Insights

Seven Summits Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Seven Summits Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Seven Summits Capital.

Seven Summits Capital Tech Stack

A closer look at the technologies used by Seven Summits Capital

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Frequently Asked Questions Regarding Seven Summits Capital

What is Seven Summits Capital's official website?
Seven Summits Capital's official website is www.ssummitscapital.com
What is Seven Summits Capital's Revenue?
Seven Summits Capital's revenue is <$5 Million
What is Seven Summits Capital's SIC code?
Seven Summits Capital's SIC: 62,628
What is Seven Summits Capital's NAICS code?
Seven Summits Capital's NAICS: 52,523
How many employees does Seven Summits Capital have?
Seven Summits Capital has 1-10 employees
What industry does Seven Summits Capital belong to?
Seven Summits Capital is in the industry of: Finance, Securities Trading
What is Seven Summits Capital competition?
Seven Summits Capital top competitors include: Journey Capital Advisers, Quantumvest, Montecito Capital Management Group, Fortis Wealth Management
What technology does Seven Summits Capital use?
Some of the popular technologies that Seven Summits Capital uses are: reCAPTCHA, Cloudflare CDN, Barracuda Networks, Microsoft 365
How do I contact Seven Summits Capital?
Seven Summits Capital contact info: Phone number: (717) 735-0013 Website: www.ssummitscapital.com
What does Seven Summits Capital do?

Seven Summits Capital, LLC, established in 2012, offers investment advisory services through CS Planning, a registered investment advisor. The firm specializes in managing capital across equities, fixed income, and alternative asset classes, focusing on customized investment portfolios tailored to each client's unique objectives. With nearly 30 yea... rs of investment management experience, they emphasize a global, opportunistic, and fundamentally driven investment style. Their approach prioritizes client success and financial security, aiming to foster confidence and deliver quantifiable results.Read More

What are Seven Summits Capital social media links?
Seven Summits Capital Linkedin page Seven Summits Capital Facebook page
Is Seven Summits Capital a public company?
Seven Summits Capital is private company therefore does not currently have an official ticker symbol
See more information about Seven Summits Capital

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