RIA Intel›Advisers›Minnesota›SUMMIT ADVISOR GROUP LLC

SUMMIT ADVISOR GROUP LLC

Advisory

BLOOMINGTON, MN

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in MN

#491

of 511 advisers by AUM

Average account

$310K

across 150 accounts

AUM per adviser

$46M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$46M

Discretionary AUM$46M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

47 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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