Summit Place Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Summit Place Financial Advisors, LLC provides discretionary, fee‑only investment advisory services and financial planning to individuals and high net worth individuals. As disclosed in its brochure, the firm managed approximately $300.4 million on a discretionary basis and delivers services through a team of four advisors.
The firm implements portfolios primarily with individual equities and fixed income (and, to a lesser extent, mutual funds and ETFs), using long‑ and short‑term purchase strategies and treating cash as an asset class; its advisory fee generally includes financial planning and consulting. Summit Place typically recommends Charles Schwab as custodian, offers account aggregation via ByAllAccounts, and may recommend unaffiliated private investment funds to qualified clients.
Compared with many peers, Summit Place operates from five offices and makes performance reporting and third‑party ratings part of its public communications, including providing written periodic reports summarizing account activity and performance. The brochure also discloses the firm’s formal AI policy governing use of AI tools and an explicit policy not to recommend direct cryptocurrency purchases absent client authorization.
Client services
Expertise
Fee options
$0 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.75% $20,000,001+: 0.50%
Account minimum: $50,000 Minimum fee: $50,000 annual minimum fee, negotiable and may be waived or reduced at discretion Fee-only: Fee-only basis; no commissions accepted
Main office
18 Bank Street, Suite 202
Summit NJ 07901
Advisors at this office
3
Most active in
Florida · Louisiana · New Jersey · New York
Also doing business as
Summit Designs · Summit Designs, LLC · Summit Place Financial Advisors, LLC · Summit Place Financial Advisors,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 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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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.
Quick links
Advisors at this firm
Christopher G
CFA®
Summit, NJ
Summit Place Financial Advisors, LLC
Christopher Gula is a CFA® charterholder and a financial advisor with Summit Place Financial Advisors, LLC, where he has worked since 2018. He has five years of industry experience, including prior work at Dream Forward Solutions. Summit Place Financial Advisors provides discretionary, fee-only investment advisory services and financial planning to individuals and high net worth clients. The firm manages approximately $300 million in discretionary assets and employs a portfolio strategy focused on individual equities, fixed income, and select mutual funds and ETFs.
Katherine F
CFP®, CFA®
Summit, NJ
Summit Place Financial Advisors, LLC
Katherine Feeney is a CFP® and CFA® with over 10 years of industry experience. She has worked at Offit Capital for nine years before joining Summit Place Financial Advisors, LLC, where she is part of a four-advisor team. Summit Place Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages about $256 million in discretionary assets and uses a combination of fundamental, technical, and charting analysis across multiple asset types and trading approaches.
Elizabeth M
CFP®, CFA®, Series 65
Summit, NJ
Summit Place Financial Advisors, LLC
Elizabeth Miller is a CFP®, CFA®, and Series 65-licensed financial advisor with 29 years of industry experience. She has been with Summit Place Financial Advisors, LLC since 2008, working as part of a four-advisor team based in New York, NY. Summit Place Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis across equity and fixed-income securities, mutual funds, and ETFs, and operates through multiple offices with approximately $256 million in discretionary assets under management.
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