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| Summit Investment Advisors Inc
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|---|---|
| CRD # | 316321 |
| SEC # | 801-122314 |
| CIK # | 0001055980, 0002055275, 0001128905 |
| AUM | 273.4 M (2026-03-31) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 913-914-1944 |
| Address | 12728 State Line Rd Leawood, KS 66209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001055980 0002055275 0001128905 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| Micron Technology Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 70.8 |
| (b) Individuals (high net worth individuals) | 72 | 193.9 |
| (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 | 3 | 1.4 |
| (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 | 3 | 7.3 |
| (n) Other | 0 | 0.0 |
| Total | 729 | 273.4 |
| By Discretionary | ||
| Discretionary | 729 | 273.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 729 | 273.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.4 | |
| Total | 729 | 273.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001055980] | |
| 13F-HR | [0002055275] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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Uhlmann Investment Management LLC
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IL | 273.2 M |
|
TFP Management LLC
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IA | 273.0 M |
|
Bluestone Wealth Management LLC
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