Investment adviser · CRD 171278
SUMMIT FINANCIAL WEALTH ADVISORS
Investment adviser filing (IA)
SUMMIT FINANCIAL WEALTH ADVISORS, LLC
LAFAYETTE, LA, United States · Form ADV filed Jul 29, 2026
- Regulatory AUM
- $1.8B Form ADV · Item 5.F
- Client accounts
- 3,011 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 17 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 268 | $1,170,601,653 | 65.1% |
| Individuals | 940 | $418,388,653 | 23.3% |
| Corporations & businesses | 30 | $98,720,644 | 5.5% |
| Retirement plans | 21 | $90,984,071 | 5.1% |
| Charities | 5 | $13,249,707 | 0.7% |
| Government entities | Fewer than 5 | $7,487,172 | 0.4% |
Filing source
Form ADV 2122654 · Jul 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1021 E. ST. MARY BLVD.LAFAYETTE, LA, 70503, United States
CRD 171278
Filing source
Form ADV 2122654 · Jul 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.