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SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD 170029File 801-110950
APPROVED
Retail clients
Custody
Filing as of Aug 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$249.5M
Below cohort median (national)
Discretionary AUM
$249.5M
Clients
386
681 accounts
Employees
6
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 4, 2017
- Principal office
- 400 CAMARILLO RANCH ROAD, SUITE 202, CAMARILLO, CA, 93012
- Phone
- 805-384-1186
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $249.5M
- Discretionary AUM
- $249.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 681
- Non-discretionary accounts
- 0
- Total accounts
- 681
- AUM per client
- $646K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $467K |
| High net worth individuals | 196 | $199.2M |
| Pension and profit sharing plans | 5 | $2.3M |
| Individuals (other than high net worth individuals) | 184 | $47.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 2 | 6 | increased by4 |
| May 1, 2026 | Custody | No | Yes | |
| May 1, 2026 | Clients | 366 | 386 | increased by20 |
| May 1, 2026 | AUM | $226,022,233 | $249,527,694 | increased by$23,505,461 |
| May 1, 2026 | Accounts | 632 | 681 | increased by49 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 2 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 671 | 366 | decreased by305 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $280,652,430 | $226,022,233 | decreased by$54,630,197 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 684 | 632 | decreased by52 |
| Feb 1, 2022 | Employees | 7 | 4 | decreased by3 |
| Feb 1, 2022 | Clients | 504 | 671 | increased by167 |
| Feb 1, 2022 | AUM | $325,381,897 | $280,652,430 | decreased by$44,729,467 |
| Feb 1, 2022 | Accounts | 914 | 684 | decreased by230 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SUMMIT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SUMMIT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.