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NORMANDY INVESTMENT ADVISORS
Legal name: SUMMIT INVESTMENT ADVISORS INC
CRD 316321File 801-122314
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$273.4M
Below cohort median (national)
Discretionary AUM
$273.4M
Clients
300
729 accounts
Employees
5
Below cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 15, 2021
- Principal office
- 12728 STATE LINE RD., LEAWOOD, KS, 66209
- Phone
- 913-914-1944
- Website
- https://www.normandyia.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $273.4M
- Discretionary AUM
- $273.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 729
- Non-discretionary accounts
- 0
- Total accounts
- 729
- AUM per client
- $911K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $7.3M |
| Charitable organizations | 3 | $1.4M |
| High net worth individuals | 72 | $193.9M |
| Individuals (other than high net worth individuals) | 222 | $70.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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.