Summit Financial Wealth Advisors
Firm details
- Headquarters
- Lafayette, Louisiana
- CRD number
- 171278
- Registered since
- May 21, 2014
- Website
- www.summit-financial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.05%
- Individuals23.25%
- Corporations / Businesses5.49%
- Pension & Profit Sharing Plans5.06%
- Charitable Organizations0.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Summit Financial Wealth Advisors is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2014) and positions itself as a capital allocator for both individual/family and institutional clients, offering portfolio management and financial planning alongside pension consulting and manager selection services. Its fee model includes AUM-based fees as well as hourly and fixed-fee engagements, and the firm is also active as a seller of other financial products. Summit reports no active ESG investing focus. Recent industry recognition includes placements on Forbes’ RIA lists (2023 and 2024) and a Citywire feature in 2023.
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities20%
- State & Local Bonds15%
- Cash & Cash Equivalents11%
- US Government Bonds3%
Contacts
3 of 17
Toni Crawford
Investment Advisor RepresentativeCRD 5716887
Joel Robideaux
Investment Advisor RepresentativeCRD 4323336
Douglas Daniel
ControllerCRD 6309206
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$584M in ETFs
76%
$442M
23%
$143M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND (VYMI) | Vanguard | Passive | Foreign Large Value | $69.9M | 690,818 | 11.96% |
Location
Lafayette, LA
Lafayette
Location
Lafayette, LA
Headquartered in Lafayette, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- Lafayette
- Address
- 1021 E Saint Mary Blvd
- Time zone
- CT (UTC-6)
- Office locations
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