RIA Intel›Advisers›Kansas›SUMMIT INVESTMENT ADVISORS INC

SUMMIT INVESTMENT ADVISORS INC

Advisory

N·LEAWOOD, KS

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$273M
1-Year AUM Growth
+24.4%
3-Year CAGR
+2.7%
Employees
5
Assets Under Management
Total AUM$273M
Discretionary AUM$273M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients249
Team
Total Employees5
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record4
First FilingAug 13, 2021
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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