| Name | Title | Ownership | Since |
|---|---|---|---|
| Alvin R Anton Control | Owner, Chief Executive Officer, Chief Compliance Officer | Under 5% | 2023 |
| Summit Financial Group, Inc Control | Owner | Over 75% | 2015 |
| Alvin R Anton Control | Owner, Chief Executive Officer, Chief Compliance Officer | Over 75% | 2023 |
Summit Investment Advisors, Inc. reports $255 million in regulatory assets under management on its Form ADV.
Summit Investment Advisors, Inc. reports 8 employees.
Summit Investment Advisors, Inc. is based in Hunt Valley, MD.
Summit Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11350 McCormick Road, Executive Plaza III - Suite 501, Hunt Valley, MD 21031 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $255M |
| Non-discretionary | $0 |
| Total (RAUM) | $255M |