Summit Investment Advisors Inc
● SEC registered since 2021CRD 316321SEC# 801-122314Leawood, KS
Reg. AUM
$273.4M
Employees
5
Accounts
729
Location
Leawood, KS
Summit Investment Advisors Inc assets under management
Summit Investment Advisors Inc is an investment advisory firm registered with the SEC based in Leawood, KS. The firm has been registered since 2021. It reports $273.4 million in regulatory assets under management and employs 5 people.
Summit Investment Advisors Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent A Caswell Control | Principal | Under 5% | 2021 |
| Jeffrey Alan Tudas Control | Founder, Principal And Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Summit Investment Advisors Inc manage?
Summit Investment Advisors Inc reports $273.4 million in regulatory assets under management on its Form ADV.
How many employees does Summit Investment Advisors Inc have?
Summit Investment Advisors Inc reports 5 employees.
Where is Summit Investment Advisors Inc located?
Summit Investment Advisors Inc is based in Leawood, KS and has been SEC-registered since 2021.
Does Summit Investment Advisors Inc disclose fund performance?
Summit Investment Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12728 State Line Rd., Leawood, KS 66209 |
| Phone | 913-914-1944 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$273.4M▲ 92%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$273.4Mregulatory AUM
Discretionary $273.4M