Summit Financial Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lafayette, LA. Its latest Form ADV filing, dated March 10, 2026, reports $1.8B in regulatory assets under management, 22 employees, 5 offices, and 3,011 accounts.
Assets Under Management
$1.8B
Employees
22
Offices
5 offices
Total Clients
1,265
Primary office
LAFAYETTE, LA
1021 E. ST. MARY BLVD., LAFAYETTE, LA, United States
Top client segmentIndividuals represent 74.3% of total clients.
Top client categories% of clientsClients
1
Individuals
74.3%
940
2
HNWI
21.2%
268
3
Corporations
2.4%
30
4
Pension Plans
1.7%
21
5
Charitable
0.4%
5
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 10, 2026
Discretionary95.5%
$1.7B
96% of total RAUM95.5%
Non-discretionary4.5%
$80M
4% of total RAUM4.5%
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$1.8B
Total Accounts3,011
10Y AUM Change+$1.0B (+128.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee58:1
10Y Employee Change+6 (+37.5%)
* 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.