# Summit Financial Wealth Advisors

Summit Financial Wealth Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** summitfa.com
- **LinkedIn:** https://www.linkedin.com/company/summit-financial-wealth

## Regulatory record

- **CRD number:** 171278
- **SEC file number:** 801-79686
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171278

## About

Summit Financial Wealth Advisors is an SEC-registered investment adviser in Lafayette, LA, since 2014. The firm manages $1.8 billion in assets, $1.7 billion on a discretionary basis. It has 22 employees and 17 investment advisers.

## Questions

### Who makes investment decisions at Summit Financial Wealth Advisors?

Summit Financial operates with an investment committee composed of unnamed principals. The committee determines strategic and tactical asset allocation and selects underlying managers and funds. No individual named principals or CIO are identified in public sources.

### Does Summit Financial invest in private equity or alternative assets?

Yes, the firm allocates to alternative investments including private real estate and direct private equity. These allocations are part of a broader multi-asset strategy that also includes public equities and fixed income.

### Is Summit Financial a fiduciary?

As a registered investment advisor (RIA) with the SEC or state regulators, Summit Financial is held to a fiduciary standard, meaning it must act in clients' best interests. This distinguishes the firm from broker-dealers that operate under a suitability standard.

### What is the minimum account size at Summit Financial?

Summit Financial does not publicly disclose minimum asset or account size requirements. High-net-worth thresholds are typical for this type of advisory firm.

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Last updated: 2026-06-03T20:00:00.000Z

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