Hastings, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Summit Advisors, LLC
Team
Firm-wide stats for Summit Advisors, LLC
About
Summit Advisors, LLC provides discretionary portfolio management for individuals (including high‑net‑worth clients), trusts, estates, corporations, non‑profits and small businesses. Services are delivered by its team of IARs through IA Direct management and access to third‑party money managers, with custodial and billing functions handled by a clearing firm.
The firm tailors portfolios to client objectives and risk tolerance via client meetings and reviews, using fundamental, technical and cyclical analysis to inform long‑ and short‑term equity holdings and limited option strategies such as covered calls and spreads. Accounts are managed on a discretionary basis and may be serviced via in‑house trading or platform relationships (Orion Portfolio Solutions and RBC Clearing and Custody).
Summit has notable industry connections: the firm’s principals also own a FINRA‑registered broker‑dealer and the adviser has ties to a banking institution, while trade execution and custody are provided through an independent clearing custodian rather than routing through the affiliated broker‑dealer. In contrast with most peers, the firm does not list comprehensive financial planning as a core service, and some representatives operate concurrently as registered representatives or insurance agents and participate in referral/promoter compensation arrangements.
Based on Summit Advisors, LLC
Location
518 West Apple Street
Hastings MI 49058
Advisors at this office
2
Advisors at this office
Bruce E
Series 63, Series 65
Hastings, MI
Summit Advisors, LLC
Bruce Edger is a financial advisor with Summit Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His career includes roles at Pension Systems LLC, Northpointe Bancshares Inc., and Apple Street LLC, where he is a co-owner. He serves on the board of directors of Northpointe Bank. Summit Advisors, LLC provides discretionary portfolio management for individuals, trusts, corporations, and non-profits through a team-based approach. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and risk tolerance, managing accounts on a discretionary basis with access to third-party money managers and custodial services through an independent clearing firm.
Clayton E
Series 63, Series 65
Hastings, MI
Summit Advisors, LLC
Clayton Edger is a financial advisor at Summit Advisors, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Summit Advisors since 2017. Edger is also co-owner of Apple Street LLC, a non-investment business involved in office building rental. Summit Advisors, LLC provides discretionary portfolio management for individuals, trusts, estates, corporations, non-profits, and small businesses. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios, managing accounts on a discretionary basis with access to third-party money managers and independent custodians.
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