$15.0B Total AUM
$7.4B Disc. AUM
34.4% 3Y CAGR
353 Employees
9,869 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Folio Investments · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Vector valueRadial value +more
- Established Date
- 11-01-2018
- Office Locations
- 77
Office Locations
1 Harding Road Suite 100 RED Bank NJ
1025 Westchester Avenue Suite 318 White Plains NY
10900 Manchester RD Suite 100 Kirkwood MO
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.
Team overview
47 AVG AGE
$107.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3.2 yrs AVG TENURE
353 Employees
139 Advisory Reps
161 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Element unison Delta signal Element delta Horizon Legacy Signal Fusion atlas Ridge Oak
Client Personas
Eagle quantum
Custodian
Pioneer Focus Pathway Beacon crest Bridge foundation Matrix pioneer Timber
Investment Themes
Momentum insight Ridge insight Unison
Investment Vehicles
Prime insight Insight summit Signal
Platform
Fusion Alpha Value delta Summit meridian Horizon beacon
Services
Optima Capital Catalyst Foundation Quantum value Optima Harbor oak Fusion
Technology
Ridge delta Momentum ember Unison delta Quantum pathway Harbor
Owner & Executives
Michael Collin Bremer
Chief Operations Officer, President
- CRD
- #2286765
- Ownership
- Less than 5%
(581) 935-7336
wave.foundation@atlascapital.com
in linkedin.com/in/legacy-momentum
STANLEY GREGOR
Chief Executive Officer, DIRECTOR
- CRD
- #1672974
- Ownership
- Less than 5%
(676) 495-6768
ridge.catalyst@summitcapital.com
in linkedin.com/in/legacy-pioneer
V
Vertex vital
Catalyst glacier
- CRD
- #89290
- Ownership
- 7.3%
(268) 255-4925
glacier.summit@alphacapital.com
in linkedin.com/in/summit-capital
Showing 2 of 6 owners & executives
Unlock allContacts
A
ANDREW ADOLPH
--
- CRD
- #7132049
(781) 740-5227
pathway.quantum@eaglecapital.com
in linkedin.com/in/momentum-insight
MICHAEL ALOI
--
- CRD
- #3217172
(582) 304-3202
matrix.foundation@peakcapital.com
in linkedin.com/in/foundation-radial
R
Radial capital
Summit crest harbor
- CRD
- #93018
(666) 837-4824
legacy.horizon@pathwaycapital.com
in linkedin.com/in/wave-prime
Showing 2 of 225 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,378,993,936 | $580,566 |
| Non-Discretionary | $7,580,054,336 | $809,057 |
| Total | $14,959,048,272 | $677,524 |
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Separately Managed Accounts
Total SMA Asset: $14,959,048,272
Public Funds:
22.9% Equity - Exchange:
7.4% Municipal Bonds:
9.9% Cash:
17.6% U.S. Government/Agency:
19.6% Private Funds:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $883,049,628 | 22.9% |
| Equity - Exchange | $285,352,282 | 7.4% |
| Municipal Bonds | $381,755,079 | 9.9% |
| Cash | $678,675,697 | 17.6% |
| U.S. Government/Agency | $755,797,935 | 19.6% |
| Private Funds | $871,481,293 | 22.6% |
| Total | $3,856,111,914 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL CATALYST | EAGLE PRIME | XNKK59XXU | PDW | 5.18% | $77,552,258 |
| VECTOR RADIAL NORTH | WAVE FUSION | GHJGJ20BK | WFRDQ | 8.71% | $79,087,329 |
| UNISON CATALYST | PEAK WAVE | UK6FKXK99 | SGT | 7.76% | $9,488,178 |
| MATRIX SUMMIT QUANTUM | EAGLE CREST | CMUJEWK18 | UDWQ | 10.16% | $92,317,066 |
| GLACIER VITAL GLACIER | INSIGHT MERIDIAN | 4HMGV8RYY | SVMY | 5.50% | $74,914,034 |
| HORIZON CATALYST UNISON | TIMBER WAVE | Z8PI3O7K6 | OHODM | 8.52% | $7,755,810 |
| PRIME DELTA PEAK | CREST FOCUS | UVBUDMBOI | ZQDX | 7.14% | $29,616,939 |
| VITAL ELEMENT | CATALYST RIDGE | ZGK5D9EUV | BROX | 1.52% | $28,384,269 |