Summit Financial Wealth Advisors

Overview

Summit Financial Wealth Advisors is an independent registered investment adviser organized as an LLC and operating since 2014. The firm serves both individuals/families and institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and selection of third‑party advisers. It bills clients primarily as a percentage of assets under management but also uses hourly and fixed fees for some work. The firm identifies itself as a capital allocator and, in practice, sponsors and participates in pooled vehicles while maintaining a range of industry affiliations that include broker‑dealer relationships, other investment advisers, registered commodity participants, accounting and law firms, insurance companies, pension consultants, and real estate brokers. Summit has been recognized in the trade press: it appeared on Forbes’ Top RIA Firms lists in both 2023 and 2024 and was named among Citywire’s 50 Growers Across America in 2023. The firm does not report active ESG investing as a primary focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices