Summit Financial Wealth Advisors, LLC
● SEC registered since 2014CRD 171278SEC# 801-79686Lafayette, LA
Reg. AUM
$1.8B
Employees
22
Accounts
3,011
Location
Lafayette, LA
Summit Financial Wealth Advisors, LLC assets under management
Summit Financial Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Lafayette, LA. The firm has been registered since 2014. It reports $1.8 billion in regulatory assets under management and employs 22 people.
Summit Financial Wealth Advisors, LLC owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Louis Ray Control | Partner | Under 5% | 2014 |
| David Russell Daniel Control | Managing Partner | Under 5% | 2014 |
| Douglas William Daniel Control | Controller/Partner | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Summit Financial Wealth Advisors, LLC manage?
Summit Financial Wealth Advisors, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does Summit Financial Wealth Advisors, LLC have?
Summit Financial Wealth Advisors, LLC reports 22 employees.
Where is Summit Financial Wealth Advisors, LLC located?
Summit Financial Wealth Advisors, LLC is based in Lafayette, LA and has been SEC-registered since 2014.
Does Summit Financial Wealth Advisors, LLC disclose fund performance?
Summit Financial Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1021 E. St. Mary Blvd., Lafayette, LA 70503 |
| Phone | 337-232-1141 |
| Fax | 337-232-1137 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.8B▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.8Bregulatory AUM
Discretionary $1.72BNon-discretionary $80.2M