SUMMIT FINANCIAL CONSULTING LLC

SUMMIT FINANCIAL CONSULTING LLC of STERLING HEIGHTS, MI is an SEC-registered investment adviser (CRD 126570). Regulatory assets under management: $184.7M.

Registration

• CRD: 126570
• SEC file number: 801-123641
• Type: Registered investment adviser
• Location: 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI, 48313
• Phone: 586-226-2100
• Latest filing: 2026-04-14
• Regulatory AUM: $184.7M
• Discretionary AUM: $184.7M
• Clients: 6
• Accounts: 1,916

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126570 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search