# Summit Ridge Advisors

> Summit Ridge Advisors is a state-registered investment advisory firm in Mapleton, UT, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 335600
- Filed as: SUMMIT RIDGE ADVISORS
- Legal name: Summit Ridge Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mapleton, UT
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335600
- AdvisorCensus page: https://advisorcensus.com/firm/summit-ridge-advisors-mapleton-ut-335600

## Quick answers

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

**Where is Summit Ridge Advisors located?**
Summit Ridge Advisors' principal office is in Mapleton, UT, according to its Form ADV.

**Is Summit Ridge Advisors registered with the SEC or a state?**
Summit Ridge Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335600.

**How much does Summit Ridge Advisors manage?**
Summit Ridge Advisors reports $29,987,405 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (82% discretionary).

**What types of clients does Summit Ridge Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (9); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does Summit Ridge Advisors 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/335600

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $29,987,405
- Discretionary: $24,702,086
- Non-discretionary: $5,285,319

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $18,790,841 |
| High net worth individuals | 9 | $7,664,103 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $3,532,461 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- summitradv.com
- LinkedIn @matthew-stewart-cfp®-aif®-a2b111aa

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summit Ridge Advisors (CRD 335600): Form ADV filing data as of October 2026.