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| Happy Holidays!! thanks for using AUM13F!! |
| Summit Financial Wealth Advisors LLC
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| CRD # | 171278 |
| SEC # | 801-79686 |
| CIK # | 0001632283 |
| AUM | $1.4 B (2025-05-19) |
| Employees | 20 (60% Investors, 10% Brokers) |
| Phone | 337-232-1141 |
| Address | 1021 E St Mary Blvd Lafayette, LA 70503 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Technologies Corp /DE/ | 14.3 | ||
| 3M Co | 14.2 | ||
| AT&T Inc | 14.0 | ||
| Valero Energy Corp/Tx | 11.6 | ||
| Cummins Inc | 10.7 | ||
| Cisco Systems Inc | 10.4 | ||
| Garmin Ltd | 9.5 | ||
| Genuine Parts Co | 8.4 | ||
| Apple Inc | 8.3 | ||
| Qualcomm Inc/DE | 8.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 813 | 267.9 |
| (b) Individuals (high net worth individuals) | 265 | 1,033.6 |
| (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 | 6 | 22.7 |
| (h) Charitable organizations | 5 | 11.8 |
| (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 | 26 | 85.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,620 | 1,421.5 |
| By Discretionary | ||
| Discretionary | 2,617 | 1,402.2 |
| Non-Discretionary | 3 | 19.3 |
| Total | 2,620 | 1,421.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,421.5 | |
| Total | 2,620 | 1,421.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001632283] |
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|---|---|---|
|
Tanglewood Wealth Management Inc
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|
TX | 1.4 |
|
JM Forbes & Co LLP
✚
|
MA | 1.4 |
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First Trust Direct Indexing LP
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MA | 1.4 |
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Continuum Advisory LLC
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ID | 1.4 |
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Trinitypoint Wealth LLC
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CT | 1.4 |
|
Gamma Investing LLC
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|
1.4 | |
|
GPS Wealth Strategies Group LLC
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|
CO | 1.4 |
|
Sapient Private Wealth Management Services LLC
✚
|
OR | 1.4 |
|
GF International Investment Management Limited
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|
1.4 | |
|
Nevastar Finance Ltd
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|
1.4 |