SUMMIT FINANCIAL PARTNERS, INC.

SUMMIT FINANCIAL PARTNERS, INC. of GLEN ALLEN, VA is an SEC-registered investment adviser (CRD 117749). Regulatory assets under management: $124.5M.

Registration

• CRD: 117749
• SEC file number: 801-132822
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117749 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search