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Summit Financial Wealth Advisors, LLC

● SEC registered since 2014CRD 171278SEC# 801-79686Lafayette, LA
Export (members)
Reg. AUM
$1.42B
Employees
20
Accounts
2,620
Location
Lafayette, LA

Summit Financial Wealth Advisors, LLC assets under management

Summit Financial Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Lafayette, LA. The firm has been registered since 2014. It reports $1.4 billion in regulatory assets under management and employs 20 people.
www.linkedin.com/company/summit-financial-wealthView on SEC.gov ↗

Summit Financial Wealth Advisors, LLC owners & executives

19 reported
NameTitleOwnershipSince
Charles Louis Ray ControlPartnerUnder 5%2014
David Russell Daniel ControlManaging PartnerUnder 5%2014
Douglas William Daniel ControlController/PartnerUnder 5%2023
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Frequently asked questions

How much does Summit Financial Wealth Advisors, LLC manage?

Summit Financial Wealth Advisors, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Summit Financial Wealth Advisors, LLC have?

Summit Financial Wealth Advisors, LLC reports 20 employees.

Where is Summit Financial Wealth Advisors, LLC located?

Summit Financial Wealth Advisors, LLC is based in Lafayette, LA and has been SEC-registered since 2014.

Does Summit Financial Wealth Advisors, LLC disclose fund performance?

Summit Financial Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1021 E. St. Mary Blvd., Lafayette, LA 70503
Phone337-232-1141
Fax337-232-1137
Office hours8:00 a.m. - 4:30 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.4B
Non-discretionary$19.3M
Total (RAUM)$1.42B