CRD: 168594
Summit Investment Advisory Services
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-19-2014
- Office Locations
- 2
Office Locations
About Summit Investment Advisory Services
Summit Investment Advisors is a full-service financial and investment advisory firm serving individuals, families, and businesses, with a strong retirement focus. The team provides financial planning, retirement income planning, investment management, forward tax planning, and estate planning, emphasizing client education. They run retirement masterclasses/events and authored the “Summit to Retirement” roadmap. Custody/clearing is through LPL Financial.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
SEAN PATRICK MCDERMOTT
Chief Executive Officer, Investment Advisor, President
- CRD
- #1980559
- Ownership
- Less than 5%
RUSSELL DAVID ROGERS
Chief Compliance Officer, Investment Advisor
- CRD
- #5390538
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Samantha Lynn Beavens
Associate
- CRD
- #6864099
JOEL MICHAEL BUDD
Wealth Advisor
- CRD
- #2020409
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $740,063,836 | $301,084 |
| Non-Discretionary | $5,757,401 | $719,675 |
| Total | $745,821,237 | $302,442 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | 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 |
Continue browsing