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| Summit Financial Wealth Advisors LLC
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|---|---|
| CRD # | 171278 |
| SEC # | 801-79686 |
| CIK # | 0001632283 |
| AUM | $1.2 BB (2023-03-27) |
| Employees | 19 (63% Investors, 32% Brokers) |
| Phone | 337-232-1141 |
| Address | 1021 E St Mary Blvd Lafayette, LA 70503 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001632283 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Valero Energy Corp/Tx | 47,441.2 | 14.0 | |
| Genuine Parts Co | 19,179.1 | 12.7 | |
| United Technologies Corp /DE/ | 139,471.0 | 11.5 | |
| United Parcel Service Inc | 157,208.0 | 9.8 | |
| Cummins Inc | 27,663.6 | 9.2 | |
| Garmin Ltd | 18,961.0 | 8.8 | |
| Sysco Corp | 43,330.9 | 8.3 | |
| Merck & Co Inc | 232,371.9 | 8.2 | |
| Eaton Corp Ltd | 51,598.7 | 7.3 | |
| Qualcomm Inc/DE | 147,392.0 | 6.8 | |
| Telus Corp | 30,641.1 | 6.7 | |
| Apple Inc | 2,382,844.0 | 6.6 | |
| BB&T Corp | 64,400.5 | 6.1 | |
| Verizon Communications Inc | 211,914.0 | 5.8 | |
| International Paper Co /New/ | 15,692.4 | 5.3 | |
| AT&T Inc | 147,547.0 | 5.0 | |
| Hancock Holding Co | 3,832.2 | 4.5 | |
| Exxon Mobil Corp | 385,508.3 | 4.3 | |
| Chevron Corp | 294,604.1 | 4.1 | |
| 3M Co | 74,165.4 | 3.4 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 713 | 212.8 |
| (b) Individuals (high net worth individuals) | 266 | 835.1 |
| (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 | 12 | 174.0 |
| (h) Charitable organizations | 5 | 10.3 |
| (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 | 23 | 10.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,290 | 1,243.1 |
| By Discretionary | ||
| Discretionary | 2,280 | 1,071.8 |
| Non-Discretionary | 10 | 171.4 |
| Total | 2,290 | 1,243.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,243.1 | |
| Total | 2,290 | 1,243.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001632283] |
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|---|---|---|
|
AGP / Alliance Global Partners LLC
✚
|
CT | 1.2 |
|
Atwood & Palmer Inc
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MO | 1.2 |
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Stewart Capital Advisors LLC
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PA | 1.2 |
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Mosaic Family Wealth Partners LLC
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MO | 1.2 |
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Foster Victor Wealth Advisors LLC
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SC | 1.2 |
|
Global Strategic Investment Solutions LLC
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AZ | 1.2 |
|
Prism Financial Group LLC
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|
KS | 1.2 |
|
Advocacy Wealth Management LLC
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|
GA | 1.2 |
|
Core Capital Management and Research Inc
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|
TX | 1.2 |
|
Jaffe Tilchin Investment Partners LLC
✚
|
FL | 1.2 |