SUMMIT VISION FINANCIAL, LLC

SUMMIT VISION FINANCIAL, LLC is an SEC-registered investment adviser (CRD 299660). Regulatory assets under management: $6.0M.

Registration

• CRD: 299660
• Type: Registered investment adviser
• Phone: 816-866-0698
• Latest filing: 2026-03-31
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Clients: 1
• Accounts: 75

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 299660 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search