Summerhill & Co., LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary and non-discretionary investment advisory services to individual clients and their retirement accounts, including financial planning, portfolio advisement, occasional investment recommendations, and financial education. Separately from its advisory business, the firm’s principal also offers accounting and tax services such as tax preparation, bookkeeping, and business consulting, which are provided outside the scope of the advisory agreements.
Investment advice is delivered primarily through up to 15 proprietary model portfolios that largely use exchange-traded funds and may be supplemented with mutual funds, individual stocks, bonds, or MLPs as appropriate to a client’s tax and portfolio situation. Recommendations are tailored to client-specific factors (goals, risk tolerance, concentration, time horizon) and rely on market valuation analysis — assessing expected cash flows, discount rates, and historical analogs — with account reviews at least quarterly.
Noteworthy for an independent advisory firm, the integration of ongoing CPA-style accounting and tax services alongside investment management is an uncommon feature that may suit clients seeking coordinated financial and tax support. The firm states adherence to the CFA Institute Code of Ethics and the Asset Manager Code, uses a master trading account with Interactive Brokers while leaving custody decisions to clients, and does not charge performance-based fees.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.50% annually (0.125% quarterly) $1,000,001+: 0.35% annually (0.0875% quarterly)
Account minimum: $65,000 Minimum fee: Minimum client account value of $65,000 or minimum service charge of up to $1,000 per account; minimums may be waived or negotiated Fee-only: Fees charged as percentage of assets under advisement, billed quarterly in arrears
Main office
Alexander AR
Advisors at this office
1
Most active in
Arkansas
Also doing business as
Summerhill & Co. Ria, LLC · Summerhill & Co., LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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