Summit Financial Partners, Inc.
CRD 117749SEC# 801-132822Glen Allen, VA
No longer SEC-registered. Summit Financial Partners, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$124.5M
Employees
2
Accounts
465
Location
Glen Allen, VA
Summit Financial Partners, Inc. assets under management
Summit Financial Partners, Inc. is an investment advisory firm registered with the SEC based in Glen Allen, VA. It reports $124.5 million in regulatory assets under management and employs 2 people.
Summit Financial Partners, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Helton Luzzatto Control | President & Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Summit Financial Partners, Inc. manage?
Summit Financial Partners, Inc. reports $124.5 million in regulatory assets under management on its Form ADV.
How many employees does Summit Financial Partners, Inc. have?
Summit Financial Partners, Inc. reports 2 employees.
Where is Summit Financial Partners, Inc. located?
Summit Financial Partners, Inc. is based in Glen Allen, VA.
Does Summit Financial Partners, Inc. disclose fund performance?
Summit Financial Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5231 Hickory Park Drive, Suite a, Glen Allen, VA 23059 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$124.5MNo change
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$124.5Mregulatory AUM
Discretionary $124.5M