# SUMMIT FINANCIAL OF LOUISIANA INC.

SUMMIT FINANCIAL OF LOUISIANA INC. of LAFAYETTE, LA is an SEC-registered investment adviser.

## Registration

- CRD: 152049
- Type: SEC-registered investment adviser
- SEC file number: 801-71021
- Location: 326 HEYMANN BLVD, LAFAYETTE, LA, 70503
- Phone: 337-232-1141
- Latest filing: 2014-04-02
- Regulatory AUM: $360.1M
- Discretionary AUM: $360.1M
- Clients: 8
- Accounts: 465

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Daniel R Russell | MANAGING PARTNER | Vancouver, WA |
| Daniel Patton Russell | MANAGING PARTNER | — |
| WERNER FRED GEORGE | MANAGING PARTNER | — |
| DUHON SUZETTE BROUSSARD | CHIEF COMPLIANCE OFFICER | — |
| BROUSSARD SUZETTE | CHIEF COMPLIANCE OFFICER | — |
| LAMBERT TODD FARRELL | PARTNER | — |
| PHARR MICHAEL EDWARD | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152049/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152049/similar
- Related entities: https://search.stillhousedata.com/firm/152049/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152049

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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.