A complete list of active advisors currently associated with Summit Wealth Management

Warmer can help you find a great advisor at Summit Wealth Management or one who fits your needs even better.

Summit Capital Group provides discretionary portfolio management and model-based investment services for institutional and pooled vehicles as an investment-manager–type advisory firm, with capabilities across mutual funds, ETFs, exchange-listed securities, fixed income and certain option strategies. The firm documents a tailored, consultative intake process and offers a range of risk-based model portfolios intended to match clients’ objectives and time horizons; as of the March 2026 disclosure the firm reported no assets under management. The firm’s investment approach is described as a top-down process that combines fundamental and technical analysis and is oriented toward value investing with long-only positions supplemented by option-writing for hedging and both tactical and strategic asset-allocation techniques. Compensation is based on percentage-of-assets-under-management arrangements and portfolios are managed on a discretionary basis, with regular reviews and client access to transaction confirmations and quarterly statements from an independent custodian. A distinctive feature of the firm is the managing member’s active insurance business: the managing member is a licensed insurance agent and operates an affiliated insurance entity, and the advisory materials disclose that a significant portion of business activity is devoted to insurance sales — a dual advisory/insurance relationship that can create potential conflicts of interest. Additional notable points for prospective institutional clients include the firm’s recent formation (initial registration in mid-2024), single-advisor structure, absence of proxy voting by the adviser, and the policy not to accept performance-based fees.

To learn more about the advisors currently working at Summit Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.