# Summer Family Advisors LLC

> Summer Family Advisors LLC is a state-registered investment advisory firm in Stamford, CT, with no regulatory assets under management reported in its Form ADV filing dated February 22, 2026.

- CRD: 338026
- Filed as: SUMMER FAMILY ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: CONDREST)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: February 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338026
- AdvisorCensus page: https://advisorcensus.com/firm/summer-family-advisors-llc-stamford-ct-338026

## Quick answers

**How is Summer Family Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Summer Family Advisors LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Summer Family Advisors LLC located?**
Summer Family Advisors LLC's principal office is in Stamford, CT, according to its Form ADV.

**Is Summer Family Advisors LLC registered with the SEC or a state?**
Summer Family Advisors LLC is a state-registered investment advisory firm. Status as filed: CONDREST. CRD 338026.

**Does Summer Family Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338026

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [summerfamilyadvisors.com](https://summerfamilyadvisors.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summer Family Advisors LLC (CRD 338026): Form ADV filing data as of October 2026.