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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Folio Investments · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2018
- Office Locations
- 79
Office Locations
About Summit Financial, LLC
Summit Financial is an independent investment advisory firm and advisor partner with a near four-decade legacy, now scaling nationally. Through its SummitVantage platform, it provides integrated resources, technology, and expertise to help independent advisors grow and support client experience. Advisors deliver objective advice, holistic financial planning, and comprehensive solutions for clients including high-net-worth households with complex needs, with portfolios that commonly use public funds and ETFs.
Reported data analysis
What the numbers show
Between October 29, 2025 and March 17, 2026, reported AUM increased 50.2%, from $15.0B to $22.5B.
Across 5 reported observations, AUM increased 247.0% between December 1, 2022 and March 17, 2026, from $6.5B to $22.5B.
Of the latest reported AUM, 54.5% is discretionary and 45.5% is non-discretionary.
The firm reports 216 advisory representatives and 16,196 clients, or 75 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 79 reported office locations and 7 years in operation. The source data was last updated on July 30, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Summit Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Michael Collin Bremer
Chief Operations Officer, President
- CRD
- #2286765
- Ownership
- Less than 5%
STANLEY GREGOR
Chief Executive Officer, DIRECTOR
- CRD
- #1672974
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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CARL ANDREW ADKINS
--
- CRD
- #5412255
ANDREW ADOLPH
--
- CRD
- #7132049
Showing 2 of 236 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,240,875,462 | $495,923 |
| Non-Discretionary | $10,229,596,682 | $885,449 |
| Total | $22,470,472,144 | $620,115 |
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Separately Managed Accounts
SMA allocation detail is available
Summit Financial, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Summit Financial, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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