SUMMIT X

Advisory

N·CHESTERFIELD, MO

Data as of May 7, 2024 · Source: SEC Form ADV

Total AUM

$979M

1-Year AUM Growth

+16.1%

3-Year CAGR

+8.0%

Employees

22

Assets Under Management

Total AUM$979M

Discretionary AUM$975M

Non-Discretionary AUM$4M

Discretionary %99.6%

Total Clients4,970

Team

Total Employees22

Investment Advisers22

Employee Growth (1Y)+5.6%

Filing History

Total Filings on Record39

First FilingDec 23, 2015

Latest FilingMay 7, 2024

🔒 Full AUM trend chart and 39 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SUMMIT X

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.