Summit Wealth Group
Firm details
- Headquarters
- Colorado Springs, Colorado
- CRD number
- 335242
- Registered since
- March 27, 2025
- Website
- www.summitwealthgroup.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.19%
- Individuals33.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Summit Wealth Group is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm is SEC-registered (2025) and combines traditional advisory services with broker-dealer and insurance broker activities, enabling it to offer both custody-linked investment management and transaction capabilities. Its fee model blends percentage-of-AUM billing with fixed fees. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of other advisers. The firm also identifies as an active ESG investor, indicating ESG considerations are incorporated into at least some of its investment decision-making and manager selection.
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 Funds61%
- Exchange Traded Equities24%
- Other6%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds3%
Owners & executives
3 of 5
Chelsea Ganey
Chief Investment OfficerCRD 5631472
Daniel Cook
Chief Financial OfficerCRD 2202360
Charles Morris
Chief Executive OfficerCRD 1096446
Contacts
3 of 32
Gabriel Turner
Financial AdvisorCRD 7815380
Stefan Hackethal
Financial AdvisorCRD 7397218
Chase Erickson
Planning AssociateCRD 7927432
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 262Active vs passive
$1.1B in ETFs
35%
$392M
45%
$716M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SEI QIM US LARGE CAP MOMENTUM ACTIVE ETF (SEIM) | Active | Large Blend | $149M | 2,653,233 | 13.44% |
Location
Colorado Springs, CO
El Paso
Location
Colorado Springs, CO
Headquartered in Colorado Springs, CO, in the West of the United States.
- Region
- West
- County
- El Paso
- Address
- 13710 Struthers Rd
- Time zone
- MT (UTC-7)
- Office locations
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