Summit Advisors, LLC
Firm details
- Headquarters
- Canonsburg, Pennsylvania
- CRD number
- 144486
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.52%
- Individuals13.11%
- Charitable Organizations0.37%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Summit Advisors, LLC is a privately owned limited liability company that provides fee-based portfolio management for individuals, families and small businesses. The firm charges a percentage-of-AUM advisory fee and describes its role as a capital allocator that also selects outside advisers as part of its client solutions. Summit does not position itself as an active ESG investor. Its public filings list relationships or activities with broker-dealers, banking/thrift institutions and insurance companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Cash & Cash Equivalents17%
- Non-Investment Grade Corp Bonds11%
- Public Funds/Mutual Funds9%
- US Government Bonds1%
Contacts
3 of 5Betty Rainier
OwnerCRD 1093968
Richard Rainier
Investment AdvisorCRD 2603107
Clayton Edger
RepresentativeCRD 4240312
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Canonsburg, PA
Washington
Location
Canonsburg, PA
Headquartered in Canonsburg, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Washington
- Address
- 160 Technology Dr
- Time zone
- ET (UTC-5)
- Office locations
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