SUMMIT INVESTMENT ADVISORS INC
Legal name: NORMANDY INVESTMENT ADVISORS
CRD #316321 SEC #801-122314 LEAWOOD, KS 913-914-1944
SEC Registered
Total AUM
$142M
Discretionary
$142M
Employees
6
Clients
25
Accounts
249
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASWELL, BRENT, A | I | PRINCIPAL | NA | Control |
| CASWELL, BRENT, A | I | PRINCIPAL | NA | Control |
| CASWELL, BRENT, A | I | PRINCIPAL | NA | Control |
| CASWELL, BRENT, A | I | PRINCIPAL | NA | Control |
| CASWELL, BRENT, A | I | PRINCIPAL | NA | Control |
| TUDAS, JEFFREY, ALAN | I | FOUNDER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| TUDAS, JEFFREY, ALAN | I | FOUNDER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| TUDAS, JEFFREY, ALAN | I | FOUNDER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| TUDAS, JEFFREY, ALAN | I | FOUNDER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| TUDAS, JEFFREY, ALAN | I | FOUNDER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (11)
AZ CA CO FL KS LA MN MO NC TX WI
Address
12728 STATE LINE RD.LEAWOOD, KS 66209
United States
Phone: 913-914-1944