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SUMMIT TRAIL ADVISORS, LLC
CRD 220519File 801-99352
APPROVED
Retail clients
Custody
Filing as of May 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$19.94B
Top 10% of cohort (national)
Discretionary AUM
$11.06B
Non-discretionary $8.88B
Clients
742
9,778 accounts
Employees
94
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 11, 2015
- Principal office
- 2 GRAND CENTRAL TOWER, 140 E 45TH STREET, 28TH FLOOR, NEW YORK, NY, 10017
- Phone
- 212-812-7010
- Website
- HTTP://SUMMITTRAIL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $19.94B
- Discretionary AUM
- $11.06B
- Non-discretionary AUM
- $8.88B
- Discretionary accounts
- 5,100
- Non-discretionary accounts
- 4,678
- Total accounts
- 9,778
- AUM per client
- $26.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 56 | $2.47B |
| Charitable organizations | 9 | $925.1M |
| High net worth individuals | 588 | $16.33B |
| Pension and profit sharing plans | 38 | $16.1M |
| Individuals (other than high net worth individuals) | 51 | $194.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- 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 businesses
- 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
- Yes
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.