RIA Intel›Advisers›Pennsylvania›SUMMIT INVESTMENT ADVISORY GROUP LLC

SUMMIT INVESTMENT ADVISORY GROUP LLC

Advisory

HUNTINGDON VALLEY, PA

Data as of May 26, 2026 · Source: SEC Form ADV

Rank in PA

#1,011

of 1,528 advisers by AUM

Average account

$342K

across 167 accounts

AUM per adviser

$57M

1 advisers

Source: SEC Form ADV. Figures as filed May 26, 2026.

Total AUM

$57M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$57M

Discretionary AUM$57M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients116

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In14 states

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

116 clients

29 high-net-worth

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

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