# Summit Advisors, LLC

> 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.

- CRD: 144486
- Filed as: SUMMIT ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Canonsburg, PA
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144486
- AdvisorCensus page: https://advisorcensus.com/firm/summit-advisors-llc-canonsburg-pa-144486

## Quick answers

**How is Summit Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Summit Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Summit Advisors, LLC located?**
Summit Advisors, LLC's principal office is in Canonsburg, PA, according to its Form ADV.

**Is Summit Advisors, LLC registered with the SEC or a state?**
Summit Advisors, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 144486.

**How much does Summit Advisors, LLC manage?**
Summit Advisors, LLC reports $74,429,967 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary).

**What types of clients does Summit Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (60); individuals (other than high net worth individuals) (43).

**Does Summit Advisors, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $74,429,967
- Discretionary: $74,429,967
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $9,759,574 |
| High net worth individuals | 60 | $64,396,807 |
| Charitable organizations | Fewer than 5 | $273,586 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (18 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, PA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.E(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144486

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summit Advisors, LLC (CRD 144486): Form ADV filing data as of October 2026.