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| Summit Financial Consulting LLC
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|---|---|
| CRD # | 126570 |
| SEC # | 801-123641 |
| CIK # | 0002065794 |
| AUM | 184.7 M (2026-04-14) |
| Employees | 6 (100% Investors, 83% Brokers) |
| Phone | 586-226-2100 |
| Address | 43409 Schoenherr Road Sterling Heights, MI 48313 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.8 | ||
| Microsoft Corp | 0.8 | ||
| Amazon Com Inc | 0.5 | ||
| Costco Wholesale Corp /NEW | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 999 | 127.4 |
| (b) Individuals (high net worth individuals) | 82 | 57.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,916 | 184.7 |
| By Discretionary | ||
| Discretionary | 1,916 | 184.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,916 | 184.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 183.5 | |
| Total | 1,916 | 184.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002065794] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 22 (1 non-US) |
| Serves | Institutional, Retail, Research |
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