SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST

Legal name: SUMMIT FINANCIAL CONSULTING LLC

CRD 126570File 801-123641

APPROVED

Retail clients

Filing as of Apr 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$184.7M

Bottom 25% of cohort (national)

Discretionary AUM

$184.7M

Clients

1,085

1,916 accounts

Employees

Bottom 25% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 7, 2022
Principal office: 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI, 48313
Phone: 586-226-2100
Website: https://www.linkedin.com/in/zachary-bachner/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $184.7M
Discretionary AUM: $184.7M
Non-discretionary AUM: $0
Discretionary accounts: 1,916
Non-discretionary accounts: 0
Total accounts: 1,916
AUM per client: $170K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$275K
High net worth individuals	82	$57.0M
Individuals (other than high net worth individuals)	999	$127.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — REFERRAL FEES
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.