SUMMIT TRAIL ADVISORS, LLC

RIASEC RegisteredEst. 2015

Total AUM

$19.9B

Discretionary

$11.1B

55% of AUM

Avg account

$2M

Accounts

9,778

Employees

Advisory reps

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

FINTRX

Overview

Summit Trail Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2015. The firm serves both individual and family clients as well as institutional investors and positions itself as a capital allocator that combines financial planning, discretionary and non‑discretionary portfolio management, pension consulting and selection of sub‑advisers. It also operates an insurance brokerage arm and reports being an active ESG investor. Summit Trail uses a mix of billing models — percentage of AUM, hourly and fixed fees, and performance‑based arrangements — which aligns with its mix of advisory and fund activities. The firm has attracted industry recognition: it appeared on the Financial Times Top 300 RIA list in 2020 and has been included in Barron’s Top 100 RIA list for 2021–2025. Summit Trail describes its business model as multi‑channel, working directly with households and with institutions while coordinating external managers when appropriate.