$780.8M Total AUM
$777.5M Disc. AUM
-- 3Y CAGR
7 Employees
158 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2023
- Office Locations
- 2
Office Locations
4311 Ravenswood AVE #100 Chicago IL
-- Incline Village NV
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.
Team overview
34 AVG AGE
$156.2M AVG AUM / ADVISOR
$4.9M AVG AUM / CLIENT
2.5 yrs AVG TENURE
7 Employees
5 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
Available
Technology
Available
Owner & Executives
T
THOMAS EUGENE GROOMS
--
- CRD
- #5588637
- Ownership
- 10% but less than 25%
Available
Available
Available
Chad Thomas Whiteley
President
- CRD
- #7494781
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 3 owners & executives
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A
ALEXANDER J SAF
Portfolio Manager
- CRD
- #7706868
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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