Summit Family Office Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Summit Family Office Services provides ongoing portfolio management and financial planning to individual clients, including high‑net‑worth individuals. The firm prepares Investment Policy Statements, accepts discretionary authority for trading, and advises across a broad set of investment types — mutual funds, fixed income, equities, ETFs (including precious‑metal ETFs), hedge funds, private equity, venture capital and private placements.
The firm’s advisory process is client‑tailored through detailed interviews and documented risk‑tolerance assessments, and it relies on fundamental and cyclical analysis as well as modern portfolio theory to construct model portfolios. Investment strategies can include long‑ and short‑term trading, options, margin and short sales, and the firm manages both accounts billed on performance‑based arrangements and accounts billed on standard asset‑based fees while stating policies intended to allocate opportunities fairly.
Distinctive features noted in the brochure include the availability of performance‑based fee arrangements (with a high‑water mark calculated after assessment of fees) — a practice that is uncommon among similar team firms and that the firm highlights as affecting performance‑fee outcomes. The firm also operates with a compact advisory team and a very small client roster while providing access to sophisticated and alternative strategies, and the brochure discloses multiple outside business activities of firm principals as potential conflicts for prospective clients to consider.
Client services
Expertise
Fee options
Financial planning fixed fees: Bronze Plan $5,000, Silver Plan $10,000, Gold Plan $25,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.30% $1,000,000 - $2,500,000: 1.10% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $20,000,000: 0.80%
$250/hour for additional financial planning services
2% annual fee plus 20% performance fee on capital appreciation for qualified clients
Fee-only: Financial planning fixed fees from $5,000 to $25,000; hourly rate $250/hour
Main office
See officeBellevue WA
Advisors at this office
2
Most active in
Washington
Also doing business as
Summit Family Office Services · Summit Family Office Services, LLC · Summit Family Offices · Young, David
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
David Y
CFA®, Series 63, Series 65, Series 66
Bellevue, WA
Summit Family Office Services, LLC
David Young is a CFA® charterholder and registered investment advisor with 17 years of industry experience. He is a managing director at Summit Family Office Services, LLC and has held leadership roles at several affiliated firms since 2009. Outside of his advisory work, he is CEO of Deskless Workers, Inc., a technology company, and is involved in multiple entrepreneurial and investment ventures including youth soccer camps and technology platforms. Summit Family Office Services provides portfolio management and financial planning primarily for high-net-worth individuals. The firm employs a client-tailored investment approach using fundamental and cyclical analysis alongside modern portfolio theory, offering access to a wide range of traditional and alternative investment strategies.
Jeffrey K
Series 63
Woodinville, WA
Summit Family Office Services, LLC
Jeffrey Kauffman is a financial advisor at Summit Family Office Services, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at Snider Retirement Strategies, Inc., CrescitAl Capital LLC, and Le-Vel Brands, LLC. Summit Family Office Services provides portfolio management and financial planning to individual clients, including high-net-worth individuals. The firm uses a client-tailored approach with fundamental and cyclical analysis alongside modern portfolio theory, offering access to a broad range of investment types and both performance-based and asset-based fee arrangements.
Michael H
Series 63, Series 65
Bellevue, WA
Summit Family Office Services, LLC
Michael Herr is a financial advisor at Summit Family Office Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Summit since 2014. Outside of his advisory role, Herr serves as President of Deskless Workers, Inc., a company that develops mobile applications and technology for businesses and government, where he focuses on partnerships and global sales strategy. Summit Family Office Services provides portfolio management and financial planning primarily for high-net-worth individuals. The firm employs a client-tailored advisory process that incorporates fundamental and cyclical analysis alongside modern portfolio theory, offering a range of investment strategies including alternative and sophisticated options.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)