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Summit Investment Advisory Services, LLC

● SEC registered since 2017CRD 168594SEC# 801-110650Roseville, MN
Export (members)
Reg. AUM
$745.8M
Employees
11
Accounts
2,466
Location
Roseville, MN

Summit Investment Advisory Services, LLC assets under management

Summit Investment Advisory Services, LLC operates as an SEC-registered investment adviser based in Roseville, MN. The firm has been registered since 2017. It reports $745.8 million in regulatory assets under management and employs 11 people.
www.facebook.com/pg/summitinvest/eventsView on SEC.gov ↗

Summit Investment Advisory Services, LLC owners & executives

5 reported
NameTitleOwnershipSince
Russell David Rogers ControlChief Compliance OfficerUnder 5%2026
Sean Patrick McDermott ControlCeo/PresidentUnder 5%2013
Summit Advisors Holdco, LLC ControlHolding CompanyOver 75%2021
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Frequently asked questions

How much does Summit Investment Advisory Services, LLC manage?

Summit Investment Advisory Services, LLC reports $745.8 million in regulatory assets under management on its Form ADV.

How many employees does Summit Investment Advisory Services, LLC have?

Summit Investment Advisory Services, LLC reports 11 employees.

Where is Summit Investment Advisory Services, LLC located?

Summit Investment Advisory Services, LLC is based in Roseville, MN and has been SEC-registered since 2017.

Does Summit Investment Advisory Services, LLC disclose fund performance?

Summit Investment Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3065 Center Pointe Drive, Suite 2, Roseville, MN 55113
Phone(651) 490-2939
Office hours8:00 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$745.8M▲ 18%
Feb '25 — $632.5MMar '25 — $632.5MApr '25 — $632.5MMay '25 — $632.5MJun '25 — $632.5MJul '25 — $632.5MAug '25 — $632.5MSep '25 — $632.5MOct '25 — $632.5MNov '25 — $632.5MDec '25 — $632.5MJan '26 — $632.5MFeb '26 — $745.8MMar '26 — $745.8MApr '26 — $745.8MMay '26 — $745.8MJun '26 — $745.8M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$745.8Mregulatory AUM
Discretionary $740.1MNon-discretionary $5.8M