# Summit Investment Advisory Group

Summit Investment Advisory Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://summitinvestmentadvisory.com

## Regulatory record

- **CRD number:** 306690
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306690

## About

Summit Investment Advisory Group LLC is a state-registered investment adviser in Huntingdon Valley, PA. The firm manages approximately $57 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### Who runs investment decisions at Summit Investment Advisory Group?

The firm's principals are not publicly named. As an RIA, the firm must designate a chief compliance officer, but that individual has not been identified in public records.

### What is Summit Investment Advisory Group's investment strategy?

The firm has not publicly disclosed its investment strategy, asset-class mix, or sector focus. No specific portfolio holdings or deals have been reported.

## Related profiles

- [Palladium Wealth Management](https://altss.com/profile/palladium-wealth-management-llc)
- [Crown Haven Wealth Management](https://altss.com/profile/crown-haven-wealth-management)

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Last updated: 2026-08-14T12:30:00.000Z

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