The Summit Group

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Client assets under management

$16,000,000

Clients

4% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$296,296

About

The Summit Group serves a small base of mostly individual clients — 54 clients across roughly 56 accounts — and provides portfolio management, financial planning, and financial consulting. The firm reports approximately $16 million in discretionary assets under management and generally charges clients on a percentage-of-AUM basis.

The firm operates with a two-person advisory team and provides continuous, discretionary portfolio supervision, custodying client assets through Interactive Brokers. Portfolios are equity‑heavy — the firm reports about 80% in exchange‑traded equity securities, with roughly 10% in registered investment company securities and 10% in cash — and the adviser conducts business by appointment.

Compared with peers, the firm reports that about 20% of its clients are non‑United States persons, an uncommon client mix for similarly sized supported firms, while also reporting $0 of regulatory AUM attributable to non‑U.S. clients. The firm also maintains an active set of online channels (website and multiple social media accounts) and notes at least one employee with an insurance license, features that distinguish its service mix for a firm of this size.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Financial consulting

Expertise

Wealth management

Fee options

Fixed

Fixed fees (other than subscription fees) offered, specific amounts not stated

Project-based

Hourly charges offered, specific rates not stated

Main office location

The Summit Group

342 W. Woodlawn Avenue, Ste. 200

San Antonio TX 78212, United States

Number of offices

Most active in

Texas

Disclosures

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X YouTube Website 210-293-0293

Advisors at this firm

Peter C

Series 63, Series 66

San Antonio, TX

The Summit Group

Peter Coulchinsky is a financial advisor at The Summit Group in San Antonio, TX, holding the Series 63 and Series 66 designations with 25 years of industry experience. He has been with Argenta Capital Management, LLC dba The Summit Group since 2014. The Summit Group serves primarily individual clients, managing approximately $16 million in discretionary assets across 56 accounts. The firm focuses on portfolio management, financial planning, and consulting, maintaining an equity-heavy portfolio allocation and offering continuous discretionary supervision through a two-person advisory team.

Wealth management

Alejandro C

Series 65, Series 66

San Antonio, TX

The Summit Group

Alejandro Cabezut is a financial advisor at The Summit Group in San Antonio, TX, holding Series 65 and Series 66 licenses with 8 years of industry experience. He has been with The Summit Group since 2016, serving in an advisory capacity throughout this period. The Summit Group serves a small base of mostly individual clients, providing portfolio management, financial planning, and financial consulting. The firm manages approximately $16 million in discretionary assets, with portfolios focused heavily on exchange-traded equity securities, and operates with a two-person advisory team.

Wealth management

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