Overview
Assets Under Management: $125 million
Headquarters: GLEN ALLEN, VA
High-Net-Worth Clients: 36
Average Client Assets: $2.3 million
Frequently Asked Questions
SUMMIT FINANCIAL PARTNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117749), SUMMIT FINANCIAL PARTNERS, INC. is subject to fiduciary duty under federal law.
SUMMIT FINANCIAL PARTNERS, INC. is headquartered in GLEN ALLEN, VA.
SUMMIT FINANCIAL PARTNERS, INC. serves 36 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, SUMMIT FINANCIAL PARTNERS, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SUMMIT FINANCIAL PARTNERS, INC. manages $125 million in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, SUMMIT FINANCIAL PARTNERS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.43%
Average Client Assets: $2.3 million
Total Client Accounts: 465
Discretionary Accounts: 465
Regulatory Filings
CRD Number: 117749
Filing ID: 2025606
Last Filing Date: 2025-11-04 14:16:30