STERLING HEIGHTS, MICRD 126570Latest ADV April 14, 2026
Summit Financial Working With People You Trust is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sterling Heights, MI. Its latest Form ADV filing, dated April 14, 2026, reports $185M in regulatory assets under management, 6 employees, and 1,916 accounts.
Assets Under Management
$185M
Employees
6
Offices
--
Total Clients
1,085
Primary office
STERLING HEIGHTS, MI
43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.1% of total clients.
Top client categories% of clientsClients
1
Individuals
92.1%
999
2
HNWI
7.6%
82
3
Corporations
0.4%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$185Mas of April 14, 2026
Discretionary100.0%
$185M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$185M
Total Accounts1,916
10Y AUM Change+$73M (+65.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee181:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.