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| Happy Holidays!! thanks for using AUM13F!! |
| Summit Investment Advisors Inc
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| CRD # | 281050 |
| SEC # | 801-120644 |
| CIK # | 0002055275, 0001055980, 0001128905 |
| AUM | $255.0 M (2025-05-27) |
| Employees | 8 (75% Investors, 75% Brokers) |
| Phone | 410-584-9600 |
| Address | 11350 Mccormick Road Hunt Valley, MD 21031 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055275 0001055980 0001128905 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 26.1 |
| (b) Individuals (high net worth individuals) | 133 | 224.3 |
| (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 | 9 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 583 | 255.0 |
| By Discretionary | ||
| Discretionary | 583 | 255.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 583 | 255.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 255.0 | |
| Total | 583 | 255.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001055980] | |
| 13F-HR | [0002055275] |
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|---|---|---|
|
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CA | 0.3 |
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Wela Strategies Inc
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GA | 0.3 |
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Birchcreek Wealth Management LLC
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OH | 0.3 |
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BURK Holdings LLC
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OK | 0.3 |
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Cauble & Harre Wealth Management Inc
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MO | 0.3 |
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American Capital Advisory LLC
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ID | 0.3 |
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Fox Financial Inc
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PA | 0.3 |
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Mendota Financial Group LLC
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WI | 0.3 |
|
Palatine Hill LLC
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MI | 0.3 |
|
Bright Futures Wealth Management LLC
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NY | 0.3 |