Firm profile

SUMMIT INVESTMENT ADVISORY SERVICES

ROSEVILLE, MNCRD 168594Latest ADV February 17, 2026

Summit Investment Advisory Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Roseville, MN. Its latest Form ADV filing, dated February 17, 2026, reports $746M in regulatory assets under management, 11 employees, 2 offices, and 2,466 accounts.

Assets Under Management
$746M
Employees
11
Offices
2 offices
Total Clients
1,075
Primary office
ROSEVILLE, MN
3065 CENTER POINTE DRIVE, SUITE 2, ROSEVILLE, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOSean P. Mcdermott
CCORussell D. Rogers

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 70.2% of total clients.
Top client categories% of clientsClients
1
Individuals
70.2%
755
2
HNWI
29.8%
320
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$746Mas of February 17, 2026
Discretionary99.2%
$740M
99% of total RAUM99.2%
Non-discretionary0.8%
$6M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$746M
Total Accounts2,466
10Y AUM Change+$633M (+563.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee98:1
10Y Employee Change+6 (+120.0%)

* 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.