RIA Intel›Advisers›Minnesota›SUMMIT INVESTMENT ADVISORY SERVICES, LLC

SUMMIT INVESTMENT ADVISORY SERVICES, LLC

Advisory

N·ROSEVILLE, MN

Data as of Jul 22, 2026 · Source: SEC Form ADV

Total AUM
$746M
1-Year AUM Growth
+23.3%
3-Year CAGR
+8.4%
Employees
8
Assets Under Management
Total AUM$746M
Discretionary AUM$740M
Non-Discretionary AUM$6M
Discretionary %99.2%
Total Clients1,352
Team
Total Employees8
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record31
First FilingMay 17, 2017
Latest FilingJul 22, 2026
🔒 Full AUM trend chart and 31 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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