Wealth Manager
    SEC Registered
    Manages Private Funds

    Summit Financial Wealth Advisors

    Registered investment advisor · Lafayette, Louisiana · CRD #171278

    Assets Under Management
    $1.8B
    Client Accounts
    3,011
    Employees
    22
    CRD Number
    171278
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Summit Financial Wealth Advisors

    Summit Financial Wealth Advisors is an independent investment advisory firm offering money management, retirement plans, bonds, annuities, insurance, and financial planning services. They emphasize advisor-led solutions and have a four-decade legacy of client-focused financial strategies. The firm aims to be the leading Registered Investment Advisor in the Gulf South.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Summit Financial Wealth Advisors

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    Frequently Asked Questions

    What is Summit Financial Wealth Advisors's AUM?

    Summit Financial Wealth Advisors reports approximately $1.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Summit Financial Wealth Advisors headquartered?

    Summit Financial Wealth Advisors is headquartered in Lafayette, Louisiana.

    What is Summit Financial Wealth Advisors's CRD number?

    Summit Financial Wealth Advisors's CRD number is 171278. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Summit Financial Wealth Advisors manage?

    Summit Financial Wealth Advisors manages approximately 3,011 client accounts according to its latest SEC filing.

    Is Summit Financial Wealth Advisors SEC registered?

    Yes, Summit Financial Wealth Advisors is registered with the SEC as an investment adviser with an approved registration status.

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