SUMMIT ADVISORS, LLC

SUMMIT ADVISORS, LLC of CANONSBURG, PA is an SEC-registered investment adviser (CRD 144486). Regulatory assets under management: $74.4M.

Registration

• CRD: 144486
• Type: Registered investment adviser
• Location: 160 TECHNOLOGY DRIVE, CANONSBURG, PA, 15317
• Phone: 724-745-6800
• Latest filing: 2026-06-16
• Regulatory AUM: $74.4M
• Discretionary AUM: $74.4M
• Clients: 6
• Accounts: 173

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144486 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search