CRD: 171278
Summit Financial Wealth Advisors
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-21-2014
- Office Locations
- 6
Office Locations
About Summit Financial Wealth Advisors
Summit Financial Wealth Advisors is a Louisiana-based fiduciary RIA serving individuals, families, and business owners with customized financial planning and prudent investment management focused on acceptable returns without undue risk. The firm emphasizes a team-based approach across its offices and publishes investor education content, with reported custody at Schwab and Fidelity.
Reported data analysis
What the numbers show
Between September 29, 2025 and July 29, 2026, reported AUM increased 26.6%, from $1.4B to $1.8B.
Across 5 reported observations, AUM increased 39.3% between November 16, 2022 and July 29, 2026, from $1.3B to $1.8B.
Of the latest reported AUM, 95.5% is discretionary and 4.5% is non-discretionary.
The firm reports 17 advisory representatives and 1,265 clients, or 74.4 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 6 reported office locations and 12 years in operation. The source data was last updated on July 29, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
SUZETTE BROUSSARD
Chief Compliance Officer, PARTNER
- CRD
- #2625244
- Ownership
- Less than 5%
DOUGLAS WILLIAM DANIEL
CONTROLLER, PARTNER
- CRD
- #6309206
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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CATHERINE ANNE BOUDREAUX
Client Services
- CRD
- #5386329
Christopher Peavy Breaux
Investment Advisor Representative
- CRD
- #7443000
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,719,232,252 | $573,651 |
| Non-Discretionary | $80,199,648 | $5,728,546 |
| Total | $1,799,431,900 | $597,619 |
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Separately Managed Accounts
SMA allocation detail is available
Summit Financial Wealth Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Summit Financial Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.