CRD: 145007
Summit Financial Advisors, Inc.
$232.8M Total AUM
$231.0M Disc. AUM
10.6% 3Y CAGR
4 Employees
141 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-13-2007
- Office Locations
- 3
Office Locations
1046 Summit Drive Middletown OH
300 N. Main Street Suite 500 Middletown OH
41 N Broadway ST Lebanon OH
About Summit Financial Advisors, Inc.
Summit Financial Advisors, Inc. is an independent RIA founded in 1985 with offices in Middletown, OH and Topanga, CA, serving clients across Ohio, California, and 16+ other states. The firm provides investment management, goals-based financial planning, and risk management (including long-term care and protection planning). Public filings indicate a municipal-bond SMA focus and custody at Charles Schwab.
Team overview
54 AVG AGE
$58.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
17.2 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROGER LOWELL MILLER
President
- CRD
- #852164
- Ownership
- 50% but less than 75%
Available
Available
Available
PETER BENJAMIN MILLER
Secretary, TREASURER, Vice President
- CRD
- #4709231
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 4 owners & executives
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D
DENNIS PAUL VITORI
--
- CRD
- #852176
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,951,737 | $598,321 |
| Non-Discretionary | $1,874,556 | $60,470 |
| Total | $232,826,293 | $558,336 |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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