Data / Investment advisers / Louisiana / Summit Financial Wealth Advisors
Summit Financial Wealth Advisors, Lafayette, LA: $1.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Summit Financial Wealth Advisors is an SEC registered investment adviser with its main office in Lafayette, Louisiana and reports $1.8 billion in regulatory assets under management in its Form ADV filed July 29, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Summit Financial Wealth Advisors (CRD number 171278): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 171278
- SEC file number
- 801-79686
- SEC status
- Approved, effective May 21, 2014
- Legal name
- Summit Financial Wealth Advisors, LLC
- Main office
- 1021 E. St. Mary Blvd., Lafayette, LA 70503
- Phone
- (337) 232-1141
- Regulatory AUM
- $1,799,431,900 in the Form ADV filed July 29, 2026
- Discretionary AUM
- $1,719,232,252
- Non discretionary AUM
- $80,199,648
- Accounts
- 3,011
- Employees
- 22, of which 17 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 268 | $1.17 billion |
| Individuals (other than high net worth individuals) | 940 | $418.4 million |
| Corporations or other businesses | 30 | $98.7 million |
| Pension and profit sharing plans | 21 | $91 million |
| Charitable organizations | 5 | $13.2 million |
| State or municipal government entities | 1 | $7.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.80 billion | March 10, 2026 |
| December 1, 2025 | $1.42 billion | September 29, 2025 |
Other advisers in Louisiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Maritime Partners, LLC | Metairie | $4.72 billion | 5 | adviserinfo.sec.gov |
| Stokes Family Office LLC | New Orleans | $3.35 billion | Not listed | adviserinfo.sec.gov |
| Waters, Parkerson & Co., LLC | New Orleans | $2.86 billion | Not listed | adviserinfo.sec.gov |
| Orleans Capital Management Corp | Mandeville | $2.13 billion | Not listed | adviserinfo.sec.gov |
| Sisung Investment Management Services LLC | Metairie | $1.94 billion | Not listed | adviserinfo.sec.gov |
| Argent Advisors, Inc. | Ruston | $1.71 billion | Not listed | adviserinfo.sec.gov |
| Beam Wealth Advisors, Inc. | Covington | $1.60 billion | Not listed | adviserinfo.sec.gov |
| St. Denis J. Villere & Co., LLC | New Orleans | $1.40 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Louisiana
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Summit Financial Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.