Services:
Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Frequently Asked Questions
Fee information for Summit Financial is available in its SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281050), Summit Financial is subject to fiduciary duty under federal law.
Summit Financial is headquartered in HUNT VALLEY, MD.
Summit Financial serves 133 high-net-worth clients according to their SEC filing dated May 27, 2025. View client details ↓
According to their SEC Form ADV, Summit Financial offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
Summit Financial manages $255 million in client assets according to their SEC filing dated May 27, 2025.
According to their SEC Form ADV, Summit Financial serves high-net-worth individuals. View client details ↓