# SUMMIT FINANCIAL WEALTH ADVISORS, LLC

SUMMIT FINANCIAL WEALTH ADVISORS, LLC of LAFAYETTE, LA is an SEC-registered investment adviser.

## Registration

- CRD: 171278
- Type: SEC-registered investment adviser
- SEC file number: 801-79686
- Location: 1021 E. ST. MARY BLVD., LAFAYETTE, LA, 70503
- Phone: 337-232-1141
- Latest filing: 2026-07-29
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $80.2M
- Clients: 22
- Accounts: 3,011

## Business model

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

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Daniel R Russell | MANAGING PARTNER | Vancouver, WA |
| David Russell Daniel | MANAGING PARTNER | — |
| Suzette Broussard | CHIEF COMPLIANCE OFFICER/PARTNER | — |
| Todd Farrell Lambert | PARTNER | — |
| Michael Edward Pharr | PARTNER | — |
| Wesley Adam Gautreaux | PARTNER/BUSINESS DEVELOPMENT | — |
| Charles Louis Ray | PARTNER | — |
| Douglas William Daniel | CONTROLLER/PARTNER | — |
| Lena Satge Ormond | IAR/PARTNER | — |
| RAY CHARLES LOUIS | PARTNER | — |
| BROUSSARD SUZETTE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/PARTNER | — |
| LAMBERT TODD FARRELL | PARTNER | — |
| PHARR MICHAEL EDWARD | PARTNER | — |
| DANIEL KYLE WILLIAM | CONTROLLER/PARTNER | — |
| HEBERT MILISSA BROUSSARD | CHIEF COMPLIANCE OFFICER | — |
| GAUTREAUX WESLEY ADAM | PARTNER/BUSINESS DEVELOPMENT | — |
| Ormond Lena Satge | IAR/PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171278/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171278/similar
- Related entities: https://search.stillhousedata.com/firm/171278/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171278

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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.