$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
7 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-05-2018
- Office Locations
- 1
Office Locations
-- Rock Port MO
About Summit Vision Financial, LLC
Summit Vision Financial is a fee-only, fiduciary planning firm focused on farmers and agriculture families, helping with financial planning, portfolio management/second opinions, spending plans, and exit/succession strategy for farm assets. Portfolios primarily use mutual funds and ETFs, with custody support that includes Charles Schwab.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$153.0K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
Christopher Todd Gebhards
Chief Compliance Officer, Owner
- CRD
- #7045762
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,968,201 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,968,201 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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