# Summit Investments and Financial Planning

Summit Investments and Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 323974
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323974

## About

Summit Investments and Financial Planning is a state-registered investment adviser in Uniontown, OH. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who owns or runs Summit Investments and Financial Planning?

Public records do not name any principals or ownership structure for the firm. No founders or current executives have been identified in accessible sources.

### What is the AUM of Summit Investments and Financial Planning?

The firm does not publicly disclose its assets under management. No AUM figure is available from regulatory filings or the firm's own communications.

### Where is Summit Investments and Financial Planning headquartered?

The firm's headquarters location is not publicly listed. No office address has been confirmed through public records.

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

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