CRD: 171278
Summit Financial Wealth Advisors
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | 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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