Summit Investment Advisory Services
Summit Investment Advisory Services is an SEC-registered mass-market adviser in Roseville, MN with $745.8M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Summit Investment Advisory Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168594, SEC 801-110650, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $745.8M (2026-02-17)
- Firm type
- Mass-Market Adviser
- Location
- Roseville, MN
- Employees
- 11
- Clients
- 1,075
- CRD
- 168594
- Ownership
- MCDERMOTT, SEAN, PATRICK; SUMMIT ADVISORS, INC.; ROGERS, RUSSELL, DAVID; CASKEY, SCOTT, EDWARD; CARLSON, BRIAN, JEREMY
How much AUM does Summit Investment Advisory Services have?
Summit Investment Advisory Services reported $745.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Summit Investment Advisory Services?
Disclosed owners and executives of Summit Investment Advisory Services include MCDERMOTT, SEAN, PATRICK, SUMMIT ADVISORS, INC., ROGERS, RUSSELL, DAVID, CASKEY, SCOTT, EDWARD, CARLSON, BRIAN, JEREMY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.