# SUMMIT WEALTH MANAGEMENT GROUP, INC.

SUMMIT WEALTH MANAGEMENT GROUP, INC. of CAMARILLO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 170029
- Type: SEC-registered investment adviser
- SEC file number: 801-110950
- Location: 400 CAMARILLO RANCH ROAD, CAMARILLO, CA, 93012
- Phone: 805-384-1186
- Latest filing: 2026-08-06
- Regulatory AUM: $249.5M
- Discretionary AUM: $249.5M
- Clients: 6
- Accounts: 681

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Gerald Joseph Zins | PRESIDENT | — |
| Christina Faye Zins | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| GOODWIN STEPHEN JOHN | WEALTH ADVISOR | — |
| ZINS GERALD JOSEPH | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| DOCKTER DUSTIN RYAN | WEALTH ADVISOR | — |
| ZINS CHRISTINA Faye | VICE PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170029/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170029/similar
- Related entities: https://search.stillhousedata.com/firm/170029/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170029

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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.