# SUMMIT PORTFOLIO ADVISORS, LLC

SUMMIT PORTFOLIO ADVISORS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 134092
- Type: SEC-registered investment adviser
- SEC file number: 801-70098
- Phone: 303 317-6900
- Latest filing: 2014-04-25
- Regulatory AUM: $1.2M
- Discretionary AUM: $1.2M
- Clients: 3
- Accounts: 9

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [SCHWAB JOSEPH MICHAEL](https://search.stillhousedata.com/person/791700) | CEO; MANAGING MEMBER | — |
| [SCHWAB MICHELE ANN](https://search.stillhousedata.com/person/791701) | MEMBER | — |
| [SCHWAB THOMAS JOHN](https://search.stillhousedata.com/person/791702) | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| [UHL ELIZABETH MARY](https://search.stillhousedata.com/person/791703) | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| [SCHWAB MICHELE A](https://search.stillhousedata.com/person/808487) | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134092/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134092/similar
- Related entities: https://search.stillhousedata.com/firm/134092/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134092

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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.