# Summit Investment Advisory Services

Summit Investment Advisory Services is an Asset Manager based in Roseville, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Roseville, United States
- **Region:** North America
- **Address:** Denver, CO, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 168594
- **SEC file number:** 801-110650
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168594

## About

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.

## Questions

### 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.

### 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.

### 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.

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

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