Summit Trail Advisors, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 220519
- Registered since
- June 11, 2015
- Website
- www.summittrail.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI81.91%
- Corporations / Businesses12.4%
- Charitable Organizations4.64%
- Individuals0.97%
- Pension & Profit Sharing Plans0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Summit Trail Advisors, LLC is an independent registered investment adviser and capital allocator serving both individual and institutional clients. The firm combines financial planning and portfolio management with consulting services such as pension advice and adviser selection, and it operates an insurance brokerage alongside its advisory practice. Summit Trail reports use of multiple fee arrangements — percentage of assets under management, hourly and fixed fees, and performance-based fees — and indicates active incorporation of ESG considerations into its investment process. The firm has been SEC-registered since 2015 and has been recognized on industry lists, including the Financial Times Top 300 (2020) and Barron’s Top 100 RIA firms (2021–2025).
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 Equities39%
- Private Funds39%
- Public Funds/Mutual Funds9%
- State & Local Bonds6%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3
David Romhilt
Chief Investment OfficerCRD 4435504
Jose Reynoso
Chief Fiduciary CounselCRD 2746398
Alan Raboy
Director of Finance, Chief Financial OfficerCRD 2170256
Contacts
3 of 27
Lauren Cosulich
Partner, AdvisorCRD 5158614
Jonathan Williams
Partner, AdvisorCRD 5278496
Dimitre Ivanov
PrincipalCRD 4449178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 195Active vs passive
$3B in ETFs
99%
$3B
1%
$27.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $649M | 944,467 | 21.51% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 140 E 45th St
- Time zone
- ET (UTC-5)
- Office locations
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