Overview
Assets Under Management: $255 million
Headquarters: HUNT VALLEY, MD
High-Net-Worth Clients: 133
Average Client Assets: $2 million
Frequently Asked Questions
SUMMIT INVESTMENT ADVISORS, 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 #281050), SUMMIT INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
SUMMIT INVESTMENT ADVISORS, INC. is headquartered in HUNT VALLEY, MD.
SUMMIT INVESTMENT ADVISORS, INC. serves 133 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, SUMMIT INVESTMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SUMMIT INVESTMENT ADVISORS, INC. manages $255 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, SUMMIT INVESTMENT ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Recent Rankings
Forbes 2024: 34
Barron's 2024:
50
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 583
Discretionary Accounts: 583
Regulatory Filings
CRD Number: 281050
Last Filing Date: 2025-02-07 00:00:00
Website: https://sumfi.com