# Summit Advisor Group

> Summit Advisor Group is a state-registered investment advisory firm in Bloomington, MN, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 324490
- Filed as: SUMMIT ADVISOR GROUP
- Legal name: Summit Advisor Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bloomington, MN
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324490
- AdvisorCensus page: https://advisorcensus.com/firm/summit-advisor-group-bloomington-mn-324490

## Quick answers

**How is Summit Advisor Group compensated?**
On its Form ADV (Item 5.E, October 2026), Summit Advisor Group reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Summit Advisor Group located?**
Summit Advisor Group's principal office is in Bloomington, MN, according to its Form ADV.

**Is Summit Advisor Group registered with the SEC or a state?**
Summit Advisor Group is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324490.

**How much does Summit Advisor Group manage?**
Summit Advisor Group reports $46,455,556 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Summit Advisor Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (18).

**Does Summit Advisor Group 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/324490

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $46,455,556
- Discretionary: $46,455,556
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $14,455,556 |
| High net worth individuals | 18 | $32,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- summitadvisorgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summit Advisor Group (CRD 324490): Form ADV filing data as of October 2026.