Matthew E. Lengel

SUMMITPOINT CAPITAL MANAGEMENT

LITTLETON, CO 80120

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CRD#: 6428282

Professional summary

Matthew Edward Lengel, CFP®, who also goes by Matthew Lengel, is a registered financial advisor currently at SUMMITPOINT CAPITAL MANAGEMENT located in Littleton, Colorado.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Lengel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 12/13/2016 - KATHMERE CAPITAL MANAGEMENT - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2) 12/13/2016 - PHILADELPHIA REDS - BASEBALL CONSULTANT - COACH YOUTH BASEBALL AND HELP RUN CLINICS PERIODICALLY - non-inv rel - start: 1/1/2013 3) 12/13/2016 - Real Estate Rental- Philadelphia, PA - owner, 2 bldgs. - non-inv rel

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edward Lengel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

September 25, 2025 - Present

SUMMITPOINT CAPITAL MANAGEMENT

Office #1: 2489 Main Street, Littleton, CO 80120

RIA

CRD#: 336856

LITTLETON, CO

Past

January 14, 2020 - October 1, 2025

DENVER PWM, LLC

RIA

CRD#: 171139

DENVER, CO

Past

October 1, 2019 - January 13, 2020

KATHMERE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 305118

KING OF PRUSSIA, PA

Past

September 5, 2018 - September 18, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

HIGHLANDS RANCH, CO

Past

December 14, 2017 - October 1, 2019

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Highlands Ranch, CO

Past

December 14, 2016 - October 9, 2019

LPL FINANCIAL LLC

CRD#: 6413

HIGHLANDS RANCH, CO

Past

March 31, 2015 - November 17, 2016

M&T SECURITIES, INC.

CRD#: 17358

PAOLI, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SUMMITPOINT CAPITAL MANAGEMENT

CRD#: 336856 / SEC#: 801-133769

RIA

Registered Investment Advisory firm - (6/17/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(9/25/2025)

IAR

Texas
(9/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/7/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/31/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SUMMITPOINT CAPITAL MANAGEMENT

CRD#: 336856 / SEC#: 801-133769

RIA

Registered Investment Advisory firm - (6/17/2025 Approved)

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Contact information

Main Address

2489 Main Street, Littleton, CO 80120

Mailing Address

Phone number

(720) 743-9440

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts	298
AUM (Assets Under Management)	$ 119,941,027

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew E. Lengel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edward Lengel's CRS (Customer Relationship Summary).

Certified licenses

Experience

DENVER PWM, LLC

KATHMERE CAPITAL MANAGEMENT, LLC

LPL FINANCIAL LLC

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

M&T SECURITIES, INC.

Primary Firm SEC Registration

SUMMITPOINT CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 5/7/2015

SIE

Date: 10/1/2018

Series 7

Date: 8/15/2018

Series 6

Date: 3/31/2015

Current Firm

SUMMITPOINT CAPITAL MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMITPOINT CAPITAL MANAGEMENT

TRUST BUT VERIFY

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