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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-23-2015
- Office Locations
- 1
Office Locations
About Summit Wealth Group LLC
Summit Wealth Group is a fiduciary advisory firm that builds vision-based Financial Life Plans and sustainable accumulation/distribution strategies, then implements and continuously monitors them. The firm serves retail and institutional clients with planning-led portfolio construction and asset management, often using ETFs and public funds. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between December 11, 2025 and March 11, 2026, reported AUM increased 16.1%, from $656.3M to $761.9M.
Across 5 reported observations, AUM increased 36.1% between March 30, 2022 and March 11, 2026, from $559.7M to $761.9M.
Of the latest reported AUM, 98.9% is discretionary and 1.1% is non-discretionary.
The firm reports 7 advisory representatives and 456 clients, or 65.1 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 11, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Summit Wealth Group LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ABIGAIL HURLBURT
Partner, PRINCIPAL
- CRD
- #4011742
- Ownership
- 50% but less than 75%
Erik Randall
Advisor, Chief Compliance Officer
- CRD
- #5928929
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KATHERINE ADAMS
Client Relationship Manager
- CRD
- #4171657
SARAH BROOKES-GOVERNO
Financial Advisor
- CRD
- #5062978
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $753,245,497 | $521,638 |
| Non-Discretionary | $8,659,020 | $8,659,020 |
| Total | $761,904,517 | $527,270 |
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Separately Managed Accounts
SMA allocation detail is available
Summit Wealth Group LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
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Summit Wealth Group LLC's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.