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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2023
- Office Locations
- 2
Office Locations
About Sierra Summit Advisors LLC
Sierra Summit Advisors, LLC is a partner-owned investment management firm serving retail and institutional clients. The team provides portfolio construction, asset allocation and financial planning, including business succession and insurance planning support. Portfolios are implemented primarily with ETFs (majority of SMA assets) alongside municipal and government bonds, with custody through Charles Schwab.
Reported data analysis
What the numbers show
Between March 27, 2025 and February 27, 2026, reported AUM increased 22.5%, from $637.6M to $780.8M.
Across 3 reported observations, AUM increased 83.7% between June 6, 2024 and February 27, 2026, from $425.0M to $780.8M.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 5 advisory representatives and 158 clients, or 31.6 clients per representative. That equates to $4.9M in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Sierra Summit Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS EUGENE GROOMS
--
- CRD
- #5588637
- Ownership
- 10% but less than 25%
Chad Thomas Whiteley
President
- CRD
- #7494781
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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ALEXANDER J SAF
Portfolio Manager
- CRD
- #7706868
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $777,500,000 | $1,623,173 |
| Non-Discretionary | $3,300,000 | $660,000 |
| Total | $780,800,000 | $1,613,223 |
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Separately Managed Accounts
SMA allocation detail is available
Sierra Summit Advisors LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Sierra Summit Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.