SUMMIT FINANCIAL ADVISORS, LLC
Legal name: SUMMIT FINANCIAL
CRD #109280 SEC #801-58179 SAN MATEO, CA 650-357-9410
SEC Registered
Total AUM
$519M
Discretionary
$351.4M
Employees
4
Clients
51
Accounts
956
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $519M | $351.4M | $167.6M | 4 | 0 |
| Nov 2024 | $499.4M | $314.4M | $185M | 3 | 0 |
| Oct 2024 | $499.4M | $314.4M | $185M | 3 | 0 |
| Jan 2024 | $428.6M | $54.3M | $374.3M | 2 | 0 |
| Nov 2023 | $398.3M | $49.4M | $348.9M | 2 | 0 |
| Nov 2023 | $398.3M | $49.4M | $348.9M | 2 | 0 |
| Nov 2023 | $352.9M | $39.7M | $313.2M | 2 | 0 |
| Nov 2023 | $352.9M | $39.7M | $313.2M | 3 | 0 |
| Mar 2023 | $352.9M | $39.7M | $313.2M | 2 | 0 |
| Feb 2023 | $326.6M | $40.1M | $286.5M | 2 | 0 |
| Jan 2023 | $326.6M | $40.1M | $286.5M | 2 | 0 |
| Jan 2023 | $326.6M | $40.1M | $286.5M | 2 | 0 |
| Dec 2022 | $326.6M | $40.1M | $286.5M | 2 | 0 |
| Mar 2022 | $326.6M | $40.1M | $286.5M | 2 | 0 |
| Aug 2021 | $296.9M | $36.3M | $260.6M | 2 | 0 |
| May 2021 | $264.1M | $29.9M | $234.3M | 2 | 0 |
| Mar 2021 | $264.1M | $29.9M | $234.3M | 2 | 0 |
| Jun 2020 | $249M | $0 | $249M | 2 | 0 |
| Mar 2020 | $249M | $0 | $249M | 2 | 0 |
| Mar 2019 | $205.7M | $2.5M | $203.2M | 2 | 0 |
| Mar 2018 | $213.6M | $4.1M | $209.5M | 2 | 0 |
| Sep 2017 | $189.1M | $3.4M | $185.7M | 2 | 300 |
| Sep 2017 | $189.1M | $3.4M | $185.7M | 2 | 300 |
| Apr 2017 | $189.1M | $3.4M | $185.7M | 2 | 300 |
| Mar 2017 | $189.1M | $3.4M | $185.7M | 2 | 300 |
| Mar 2016 | $171.9M | $3.3M | $168.5M | 2 | 300 |
| Mar 2015 | $167.4M | $3.1M | $164.3M | 2 | 300 |
| Mar 2014 | $162.4M | $1.4M | $161M | 2 | 300 |
| Mar 2013 | $135.1M | $966.4K | $134.1M | 2 | 300 |
| May 2012 | $135.4M | $985.8K | $134.4M | 6 | 300 |
| Jan 2012 | $189.6M | $900K | $188.7M | 6 | 300 |
| Aug 2011 | $186M | $600K | $185.4M | 10 | -- |
| Mar 2011 | $186M | $600K | $185.4M | 10 | -- |
| Oct 2010 | $165.5M | $555.2K | $165M | 10 | -- |
| Mar 2010 | $165.5M | $555.2K | $165M | 10 | -- |
| Mar 2009 | $148M | $500K | $147.5M | 10 | -- |
| Mar 2008 | $273M | $1M | $272M | 10 | -- |
| Sep 2007 | $295M | $160M | $135M | 10 | -- |
| May 2007 | $295M | $160M | $135M | 10 | -- |
| Mar 2007 | $295M | $160M | $135M | 10 | -- |
| Mar 2006 | $64.5M | $800K | $63.7M | 5 | -- |
| Sep 2005 | $60M | $1M | $59M | 5 | -- |
| Mar 2004 | $69.2M | $160K | $69M | 5 | -- |
DateMar 2025
Total AUM$519M
Discretionary$351.4M
Non-Disc.$167.6M
Employees4
Clients0
DateNov 2024
Total AUM$499.4M
Discretionary$314.4M
Non-Disc.$185M
Employees3
Clients0
DateOct 2024
Total AUM$499.4M
Discretionary$314.4M
Non-Disc.$185M
Employees3
Clients0
DateJan 2024
Total AUM$428.6M
Discretionary$54.3M
Non-Disc.$374.3M
Employees2
Clients0
DateNov 2023
Total AUM$398.3M
Discretionary$49.4M
Non-Disc.$348.9M
Employees2
Clients0
DateNov 2023
Total AUM$398.3M
Discretionary$49.4M
Non-Disc.$348.9M
Employees2
Clients0
DateNov 2023
Total AUM$352.9M
Discretionary$39.7M
Non-Disc.$313.2M
Employees2
Clients0
DateNov 2023
Total AUM$352.9M
Discretionary$39.7M
Non-Disc.$313.2M
Employees3
Clients0
DateMar 2023
Total AUM$352.9M
Discretionary$39.7M
Non-Disc.$313.2M
Employees2
Clients0
DateFeb 2023
Total AUM$326.6M
Discretionary$40.1M
Non-Disc.$286.5M
Employees2
Clients0
DateJan 2023
Total AUM$326.6M
Discretionary$40.1M
Non-Disc.$286.5M
Employees2
Clients0
DateJan 2023
Total AUM$326.6M
Discretionary$40.1M
Non-Disc.$286.5M
Employees2
Clients0
DateDec 2022
Total AUM$326.6M
Discretionary$40.1M
Non-Disc.$286.5M
Employees2
Clients0
DateMar 2022
Total AUM$326.6M
Discretionary$40.1M
Non-Disc.$286.5M
Employees2
Clients0
DateAug 2021
Total AUM$296.9M
Discretionary$36.3M
Non-Disc.$260.6M
Employees2
Clients0
DateMay 2021
Total AUM$264.1M
Discretionary$29.9M
Non-Disc.$234.3M
Employees2
Clients0
DateMar 2021
Total AUM$264.1M
Discretionary$29.9M
Non-Disc.$234.3M
Employees2
Clients0
DateJun 2020
Total AUM$249M
Discretionary$0
Non-Disc.$249M
Employees2
Clients0
DateMar 2020
Total AUM$249M
Discretionary$0
Non-Disc.$249M
Employees2
Clients0
DateMar 2019
Total AUM$205.7M
Discretionary$2.5M
Non-Disc.$203.2M
Employees2
Clients0
DateMar 2018
Total AUM$213.6M
Discretionary$4.1M
Non-Disc.$209.5M
Employees2
Clients0
DateSep 2017
Total AUM$189.1M
Discretionary$3.4M
Non-Disc.$185.7M
Employees2
Clients300
DateSep 2017
Total AUM$189.1M
Discretionary$3.4M
Non-Disc.$185.7M
Employees2
Clients300
DateApr 2017
Total AUM$189.1M
Discretionary$3.4M
Non-Disc.$185.7M
Employees2
Clients300
DateMar 2017
Total AUM$189.1M
Discretionary$3.4M
Non-Disc.$185.7M
Employees2
Clients300
DateMar 2016
Total AUM$171.9M
Discretionary$3.3M
Non-Disc.$168.5M
Employees2
Clients300
DateMar 2015
Total AUM$167.4M
Discretionary$3.1M
Non-Disc.$164.3M
Employees2
Clients300
DateMar 2014
Total AUM$162.4M
Discretionary$1.4M
Non-Disc.$161M
Employees2
Clients300
DateMar 2013
Total AUM$135.1M
Discretionary$966.4K
Non-Disc.$134.1M
Employees2
Clients300
DateMay 2012
Total AUM$135.4M
Discretionary$985.8K
Non-Disc.$134.4M
Employees6
Clients300
DateJan 2012
Total AUM$189.6M
Discretionary$900K
Non-Disc.$188.7M
Employees6
Clients300
DateAug 2011
Total AUM$186M
Discretionary$600K
Non-Disc.$185.4M
Employees10
Clients--
DateMar 2011
Total AUM$186M
Discretionary$600K
Non-Disc.$185.4M
Employees10
Clients--
DateOct 2010
Total AUM$165.5M
Discretionary$555.2K
Non-Disc.$165M
Employees10
Clients--
DateMar 2010
Total AUM$165.5M
Discretionary$555.2K
Non-Disc.$165M
Employees10
Clients--
DateMar 2009
Total AUM$148M
Discretionary$500K
Non-Disc.$147.5M
Employees10
Clients--
DateMar 2008
Total AUM$273M
Discretionary$1M
Non-Disc.$272M
Employees10
Clients--
DateSep 2007
Total AUM$295M
Discretionary$160M
Non-Disc.$135M
Employees10
Clients--
DateMay 2007
Total AUM$295M
Discretionary$160M
Non-Disc.$135M
Employees10
Clients--
DateMar 2007
Total AUM$295M
Discretionary$160M
Non-Disc.$135M
Employees10
Clients--
DateMar 2006
Total AUM$64.5M
Discretionary$800K
Non-Disc.$63.7M
Employees5
Clients--
DateSep 2005
Total AUM$60M
Discretionary$1M
Non-Disc.$59M
Employees5
Clients--
DateMar 2004
Total AUM$69.2M
Discretionary$160K
Non-Disc.$69M
Employees5
Clients--