Summit Investment Advisory Services

Summit Investment Advisory Services is an SEC-registered investment adviser in Roseville, MN, registered since 2017. The firm manages $746 million in assets,...

Summit Investment Advisory Services

Summit Investment Advisory Services is an SEC-registered investment adviser in Roseville, MN, registered since 2017. The firm manages $746 million in assets, with $740 million on a discretionary basis. It has 11 employees and 8 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Roseville

Corporate office

Denver, CO, United States

Who leads Summit Investment Advisory Services?

Summit Investment Advisory Services does not publicly disclose its leadership or investment committee. No named principals appear in SEC filings or the firm's own communications.

What is Summit Investment Advisory Services' investment strategy?

The firm's investment strategy is not publicly documented. It likely operates as a registered investment advisor offering diversified portfolio management, but specific asset-class allocations, sector preferences, and deal sourcing methods are not disclosed.

How much capital does Summit Investment Advisory Services manage?

Summit Investment Advisory Services does not publicly report its AUM or deployment figures. No regulatory filings or third-party estimates are available.

Is Summit Investment Advisory Services a family office?

The firm is registered as an investment advisory service, not a family office. Its ownership and wealth origin are unconfirmed, and it may serve multiple unrelated clients rather than a single family.

Does Summit Investment Advisory Services make direct investments?

There is no public evidence of direct private investments made by Summit Investment Advisory Services. The firm's investment activities are opaque, and no deals or portfolio companies are attributed to it.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.