Summit Investment Advisors, Inc.
CRD 281050SEC# 801-120644Hunt Valley, MD
No longer SEC-registered. Summit Investment Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$255M
Employees
8
Accounts
583
Location
Hunt Valley, MD
Summit Investment Advisors, Inc. assets under management
Summit Investment Advisors, Inc. operates as an SEC-registered investment adviser based in Hunt Valley, MD. It reports $255 million in regulatory assets under management and employs 8 people.
Summit Investment Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alvin R Anton Control | Owner, Chief Executive Officer, Chief Compliance Officer | Under 5% | 2023 |
| Summit Financial Group, Inc Control | Owner | Over 75% | 2015 |
| Alvin R Anton Control | Owner, Chief Executive Officer, Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Summit Investment Advisors, Inc. manage?
Summit Investment Advisors, Inc. reports $255 million in regulatory assets under management on its Form ADV.
How many employees does Summit Investment Advisors, Inc. have?
Summit Investment Advisors, Inc. reports 8 employees.
Where is Summit Investment Advisors, Inc. located?
Summit Investment Advisors, Inc. is based in Hunt Valley, MD.
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 | 11350 McCormick Road, Executive Plaza III - Suite 501, Hunt Valley, MD 21031 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$255MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$255Mregulatory AUM
Discretionary $255M