SUMMIT INVESTMENT ADVISORS, INC.
Legal name: SUMMIT FINANCIAL
CRD #281050 SEC #801-120644 HUNT VALLEY, MD 410-584-9600
SEC Registered
Total AUM
$255M
Discretionary
$255M
Employees
8
Clients
51
Accounts
583
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $255M | $255M | $0 | 8 | 0 |
| Feb 2025 | $255M | $255M | $0 | 8 | 0 |
| Jun 2024 | $196.5M | $196.5M | $0 | 9 | 0 |
| May 2024 | $196.5M | $196.5M | $0 | 9 | 0 |
| Feb 2024 | $196.5M | $196.5M | $0 | 9 | 0 |
| Oct 2023 | $153.8M | $153.8M | $0 | 9 | 0 |
| Sep 2023 | $153.8M | $153.8M | $0 | 9 | 0 |
| Aug 2023 | $153.8M | $153.8M | $0 | 9 | 0 |
| Apr 2023 | $153.8M | $153.8M | $0 | 11 | 0 |
| Mar 2023 | $153.8M | $153.8M | $0 | 11 | 0 |
| Mar 2023 | $153.8M | $153.8M | $0 | 11 | 0 |
| Nov 2022 | $144.2M | $144.2M | $0 | 11 | 0 |
| Sep 2022 | $144.2M | $144.2M | $0 | 11 | 0 |
| Mar 2022 | $144.2M | $144.2M | $0 | 11 | 0 |
| Feb 2022 | $144.2M | $144.2M | $0 | 11 | 0 |
| Sep 2021 | $115.3M | $115.3M | $0 | 11 | 0 |
| Mar 2021 | $115.3M | $115.3M | $0 | 11 | 0 |
| Feb 2021 | $115.3M | $115.3M | $0 | 11 | 0 |
DateMay 2025
Total AUM$255M
Discretionary$255M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$255M
Discretionary$255M
Non-Disc.$0
Employees8
Clients0
DateJun 2024
Total AUM$196.5M
Discretionary$196.5M
Non-Disc.$0
Employees9
Clients0
DateMay 2024
Total AUM$196.5M
Discretionary$196.5M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$196.5M
Discretionary$196.5M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees9
Clients0
DateSep 2023
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees9
Clients0
DateAug 2023
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees11
Clients0
DateNov 2022
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees11
Clients0
DateSep 2022
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees11
Clients0
DateFeb 2022
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees11
Clients0
DateSep 2021
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees11
Clients0
DateFeb 2021
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees11
Clients0