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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.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| 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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