CRD: 323974
Summit Investments AND Financial Planning
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-08-2022
- Office Locations
- 1
Office Locations
About Summit Investments AND Financial Planning
Summit Investments and Financial Planning is an Ohio-registered RIA led by founder Michael McGill, CFA, MBA. The firm provides fee-only, fiduciary investment management with comprehensive financial planning and retirement planning included. Portfolios use proprietary, low-cost, diversified ETF strategies with tactical allocation shifts based on global economic outlooks. Built on McGill’s institutional investment selection experience (>$6B across 4,000+ accounts).
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Owner & Executives
Michael McGill
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #6053794
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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