Summit Investment Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Summit Investment Advisory Group provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm also offers a modular financial advice subscription service and manages held‑away defined contribution accounts through a third‑party platform, overseeing roughly $57 million in discretionary assets for about 116 clients with two investment professionals.
Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance, and may use fundamental, technical, charting and cyclical analysis alongside long‑term buy strategies. Accounts are reviewed at least quarterly (and more often as market conditions dictate) and clients may impose investment restrictions; the firm provides ongoing monitoring, rebalancing and periodic financial plan updates.
A notable distinction is the firm’s insurance‑affiliated activities: the chief compliance officer and other advisor representatives are insurance‑licensed and spend a portion of their time offering insurance products, which can result in separate commission compensation and is disclosed as a potential conflict of interest. The firm also uses a third‑party “held‑away” platform to provide advisory services over retirement plan accounts without taking custody, and it does not sponsor wrap fee or performance‑based fee arrangements.
Client services
Expertise
Fee options
Financial planning fixed fee between $250 and $4,000; Financial Advice Subscription Service $10 biweekly
$0 - $249,999: 1.00% annually $250,000 - $499,999: 0.95% annually $500,000 - $999,999: 0.90% annually $1,000,000 - $1,999,999: 0.85% annually $2,000,000 - $3,499,999: 0.75% annually $3,500,000 - $4,999,999: 0.65% annually $5,000,000+: 0.55% annually
$10 biweekly for Financial Advice Subscription Service
Fee-only: Financial planning fixed fee between $250 and $4,000; Financial Advice Subscription Service $10 biweekly
Main office
639 Red Lion Road
Huntingdon Valley PA 19006
Advisors at this office
1
Most active in
Alabama · Connecticut · Florida · Georgia · Maryland · Missouri · New Jersey · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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