{
  "crd_number": 144486,
  "slug": "summit-advisors-llc-canonsburg-pa-144486",
  "primary_business_name": "SUMMIT ADVISORS, LLC",
  "legal_name": "SUMMIT ADVISORS, LLC",
  "dbas": [],
  "city": "Canonsburg",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2007-11-20",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-06-16",
  "carried_forward": false,
  "raum_total": 74429967.0,
  "raum_discretionary": 74429967.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 273586.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 9759574.0,
      "count": 43
    },
    "high_net_worth_individuals": {
      "raum": 64396807.0,
      "count": 60
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "MI",
    "PA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144486",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "CANONSBURG",
  "url": "https://advisorcensus.com/firm/summit-advisors-llc-canonsburg-pa-144486",
  "display_name": "Summit Advisors, LLC",
  "summary": "Summit Advisors, LLC is a state-registered investment advisory firm in Canonsburg, PA, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.",
  "citation": "AdvisorCensus. Summit Advisors, LLC (CRD 144486): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Summit Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Summit Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Summit Advisors, LLC located?",
      "a": "Summit Advisors, LLC's principal office is in Canonsburg, PA, according to its Form ADV."
    },
    {
      "q": "Is Summit Advisors, LLC registered with the SEC or a state?",
      "a": "Summit Advisors, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 144486."
    },
    {
      "q": "How much does Summit Advisors, LLC manage?",
      "a": "Summit Advisors, LLC reports $74,429,967 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Summit Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (60); individuals (other than high net worth individuals) (43)."
    },
    {
      "q": "Does Summit Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144486"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/summit-advisors-llc-canonsburg-pa-144486.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 43,
      "fewer_than_5": false,
      "raum": 9759574.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 60,
      "fewer_than_5": false,
      "raum": 64396807.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 273586.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144486",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}