# SUMMIT FINANCIAL PARTNERS, INC.

SUMMIT FINANCIAL PARTNERS, INC. of GLEN ALLEN, VA is an SEC-registered investment adviser.

## Registration

- CRD: 117749
- Type: SEC-registered investment adviser
- SEC file number: 801-132822
- Location: 5231 HICKORY PARK DRIVE, SUITE A, GLEN ALLEN, VA, 23059
- Phone: 804-290-0162
- Latest filing: 2025-11-04
- Regulatory AUM: $124.5M
- Discretionary AUM: $124.5M
- Clients: 2
- Accounts: 465

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Jennifer Helton Luzzatto | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Michael Anthony Sigmon | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117749/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117749/similar
- Related entities: https://search.stillhousedata.com/firm/117749/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117749

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.