SUMMIT WEALTH GROUP

Overview

Summit Wealth Group is an independent registered investment adviser that operates as a capital allocator for individual and family clients. The firm combines discretionary portfolio management with financial planning services and the selection of outside managers, and it also maintains broker‑dealer registration and insurance brokerage capability—allowing it to place annuities and insurance solutions alongside advisory mandates. Summit shows a clear tilt toward public funds and mutual funds as core building blocks while maintaining active access to third‑party alternative managers. Summit describes itself as an active ESG investor, which is reflected in its use of factor and ETF strategies as well as ESG screens when selecting pooled vehicles and external managers. Investment activity emphasizes diversified, managed exposures rather than concentrated single-stock bets. The firm uses ETFs heavily for core equity and factor exposure, supplements those allocations with individual equities where appropriate, and deploys capital to private markets and other alternatives through third‑party fund managers. Advisory services extend to both individuals/families and small business/institutional clients, and the firm charges a mix of percentage‑of‑AUM and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices