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RIA / WealthAdvisorCertified Financial Planner12 years in industry

MATTHEW EDWARD LENGEL

Advisor at SUMMITPOINT CAPITAL MANAGEMENT

LITTLETON, CO

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Search this name across graphsid dfx:ria:d6b16699-6345-5a28-7970-3b2c94c856a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 14, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUMMITPOINT CAPITAL MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: May 7, 2015
First registration: Dec 14, 2017
Dual registered: no
Other names: MATTHEW LENGEL
IAPD individual key: 6428282

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUMMITPOINT CAPITAL MANAGEMENT	Independent wealth	Sep 25, 2025	n/a	yes	LITTLETON, CO	Current employment
DENVER PWM, LLC	Independent wealth	Jan 14, 2020	Oct 1, 2025	no	DENVER, CO\|DENVER, CO	Previous registration
KATHMERE CAPITAL MANAGEMENT, LLC	Independent wealth	Oct 1, 2019	Jan 13, 2020	no	WAYNE, PA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 5, 2018	Sep 18, 2018	no	KING OF PRUSSIA, PA\|HIGHLANDS RANCH, CO\|MORRISTOWN, NJ\|HIGHLANDS RANCH, CO	Previous registration
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Dec 14, 2017	Oct 1, 2019	no	KING OF PRUSSIA, PA\|MORRISTOWN, NJ\|Highlands Ranch, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DENVER PWM, LLC	SUMMITPOINT CAPITAL MANAGEMENT	Oct 1, 2025	Sep 25, 2025	-6	Firm change	RIA to RIA
KATHMERE CAPITAL MANAGEMENT, LLC	DENVER PWM, LLC	Jan 13, 2020	Jan 14, 2020	1	Firm change	RIA to RIA
PRIVATE ADVISOR GROUP, LLC	LPL FINANCIAL LLC	Oct 1, 2019	Sep 5, 2018	-391	Firm change after gap	RIA to RIA
LPL FINANCIAL LLC	KATHMERE CAPITAL MANAGEMENT, LLC	Sep 18, 2018	Oct 1, 2019	378	Firm change	RIA to new firm

Relationships

Registered with (5)

→ SUMMITPOINT CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Sep 25, 2025 to presentfactForm ADV
→ DENVER PWM, LLCRegistered adviserregistration: previous registration
Jan 14, 2020 to Oct 1, 2025factForm ADV
→ KATHMERE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 1, 2019 to Jan 13, 2020factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Dec 14, 2017 to Oct 1, 2019factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 5, 2018 to Sep 18, 2018factForm ADV

Dated events

Occurred
Oct 1, 2025
Advisor changed firm
Matthew Edward Lengel left Denver Pwm, Llc for Summitpoint Capital Management (registered 2025-09-25)
Form ADVobserved 5 days ago