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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 27, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANTON, ALVIN, R | I | OWNER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTON, ALVIN, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTON, ALVIN, R | I | OWNER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTON, ALVIN, R | I | OWNER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTON, ALVIN, R | I | OWNER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTON, ALVIN, R | I | OWNER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTON, ALVIN, R | I | OWNER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTON, ALVIN, R | I | OWNER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, THOMAS, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, THOMAS, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, THOMAS, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, THOMAS, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, THOMAS, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, THOMAS, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, THOMAS, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, THOMAS, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, THOMAS, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, THOMAS, JOSEPH | I | PRESIDENT | NA | Control |
| ANTON, ALVIN, R | I | OWNER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| ANTON, ALVIN, R | I | OWNER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
| SUMMIT FINANCIAL GROUP, INC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ANTON, ALVIN, R | I | SUMMIT FINANCIAL GROUP, INC | E | Control |
| ANTON, ALVIN, R | I | SUMMIT FINANCIAL GROUP, INC | E | Control |
| ANTON, ALVIN, R | I | SUMMIT FINANCIAL GROUP, INC | E | Control |
| ANTON, ALVIN, R | I | SUMMIT FINANCIAL GROUP, INC | E | Control |
| ANTON, ALVIN, R | I | SUMMIT FINANCIAL GROUP, INC | E | Control |
| ANTON, ALVIN, R | I | SUMMIT FINANCIAL GROUP, INC | E | Control |
| ANTON, ALVIN, R | I | SUMMIT FINANCIAL GROUP, INC | E | Control |
| GRAHAM, THOMAS, JOSEPH | I | SUMMIT FINANCIAL GROUP, INC. | E | Control |
| GRAHAM, THOMAS, JOSEPH | I | SUMMIT FINANCIAL GROUP, INC. | E | Control |
| GRAHAM, THOMAS, JOSEPH | I | SUMMIT FINANCIAL GROUP, INC. | E | Control |
| GRAHAM, THOMAS, JOSEPH | I | SUMMIT FINANCIAL GROUP, INC. | E | Control |
| GRAHAM, THOMAS, JOSEPH | I | SUMMIT FINANCIAL GROUP, INC. | E | Control |
| GRAHAM, THOMAS, JOSEPH | I | SUMMIT FINANCIAL GROUP, INC. | E | Control |
| GRAHAM, THOMAS, JOSEPH | I | SUMMIT FINANCIAL GROUP, INC. | E | Control |
| GRAHAM, THOMAS, JOSEPH | I | SUMMIT FINANCIAL GROUP, INC. | E | Control |
| GRAHAM, THOMAS, JOSEPH | I | SUMMIT FINANCIAL GROUP, INC. | E | Control |
| GRAHAM, THOMAS, JOSEPH | I | SUMMIT FINANCIAL GROUP, INC | E | Control |
Registrations
Federal
IA
May 27, 2025 REGISTERED
Notice Filings (5)
DE FL MD PA VA
Address
11350 MCCORMICK ROADEXECUTIVE PLAZA III - SUITE 501
HUNT VALLEY, MD 21031
United States
Phone: 410-584-9600