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SUMMIT FINANCIAL WEALTH ADVISORS
Legal name: SUMMIT FINANCIAL WEALTH ADVISORS, LLC
CRD 171278File 801-79686
APPROVED
Retail clients
Custody
Filing as of Jul 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.80B
Top 25% of cohort (national)
Discretionary AUM
$1.72B
Non-discretionary $80.2M
Clients
1,265
3,011 accounts
Employees
22
Top 10% of cohort in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 21, 2014
- Principal office
- 1021 E. ST. MARY BLVD., LAFAYETTE, LA, 70503
- Phone
- 337-232-1141
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.80B
- Discretionary AUM
- $1.72B
- Non-discretionary AUM
- $80.2M
- Discretionary accounts
- 2,997
- Non-discretionary accounts
- 14
- Total accounts
- 3,011
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 30 | $98.7M |
| Charitable organizations | 5 | $13.2M |
| High net worth individuals | 268 | $1.17B |
| Pension and profit sharing plans | 21 | $91.0M |
| State or municipal government entities | Fewer than 5 | $7.5M |
| Individuals (other than high net worth individuals) | 940 | $418.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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
- Yes
- 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 |
|---|---|---|---|
| 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.