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| Summit Financial Wealth Advisors LLC
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|---|---|
| CRD # | 171278 |
| SEC # | 801-79686 |
| CIK # | 0001632283 |
| AUM | 1,799.4 M (2026-03-10) |
| Employees | 22 (77% Investors, 14% Brokers) |
| Phone | 337-232-1141 |
| Address | 1021 E St Mary Blvd Lafayette, LA 70503 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cummins Inc | 18.2 | ||
| UnitedHealth Group Inc | 17.3 | ||
| Valero Energy Corp/Tx | 16.6 | ||
| Cisco Systems Inc | 15.9 | ||
| 3M Co | 15.5 | ||
| United Technologies Corp /DE/ | 15.1 | ||
| Apple Inc | 13.4 | ||
| Garmin Ltd | 11.1 | ||
| Eaton Corp Ltd | 10.7 | ||
| AT&T Inc | 10.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 940 | 418.4 |
| (b) Individuals (high net worth individuals) | 268 | 1,170.6 |
| (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 | 21 | 91.0 |
| (h) Charitable organizations | 5 | 13.2 |
| (i) State or municipal government entities | 1 | 7.5 |
| (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 | 30 | 98.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,011 | 1,799.4 |
| By Discretionary | ||
| Discretionary | 2,997 | 1,719.2 |
| Non-Discretionary | 14 | 80.2 |
| Total | 3,011 | 1,799.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,799.4 | |
| Total | 3,011 | 1,799.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001632283] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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Parkwoods Wealth Partners LLC
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MO | 1,785.1 M |
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TFC Financial Management Inc
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MA | 1,780.8 M |
|
Bitterroot Capital Advisors LLC
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MT | 1,780.0 M |