Summit Wealth Group Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 335242
· SEC file 801-132262
· Colorado Springs, CO
· www.linkedin.com
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ADV data as of Jul 14, 2026
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 3,117
- Avg AUM / client
- $740K
- Accounts
- 8,632
- Employees
- 80
AUM over time
$1.4B
$2.3B
Jul 2025
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,533 | $780M | 33.8% |
| High net worth individuals | 584 | $1.5B | 66.2% |
People (36)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dakota Benjamin Day | Registered representative | CFP | Apr 2025 (1y) | |
| Daniel Earl Cook | Registered representative | CFP | Apr 2025 (1y) | |
| David Royal Noland | Registered representative | CFP | Apr 2025 (1y) | |
| James Euart Cochran | Registered representative | CFP | Apr 2025 (1y) | |
| Jason Johan Runung | Registered representative | CFP | Apr 2025 (1y) | |
| Joshua Jay Jerele | Registered representative | CFP | Apr 2025 (1y) | |
| Lacey Jordan | Registered representative | CFP Chartered Financial Consultant | Apr 2025 (1y) | |
| Liliya Gubceac | Registered representative | Apr 2025 (1y) | ||
| Mitchel Tenbarge | Registered representative | Apr 2025 (1y) | ||
| Ross W Haycock | Registered representative | CFP | Apr 2025 (1y) | |
| Robert Michael Shelton | Registered representative | Apr 2025 (1y) | ||
| Starr Amanda Paulson | Registered representative | Apr 2025 (1y) | ||
| Tracy Dena Thornlow | Registered representative | Apr 2025 (1y) | ||
| Marilyn J Eisenhauer | Registered representative | Apr 2025 (1y) | ||
| Nathan Matthew Archuleta | Registered representative | CFP | Apr 2025 (1y) | |
| Charles Randal Morris | Registered representative | CFP Chartered Financial Consultant | Apr 2025 (1y) | |
| David S Newby | Registered representative | CFP | Apr 2025 (1y) | |
| Robert S Marks | Registered representative | CFP | Apr 2025 (1y) | |
| Kurt Wayne Whitesell | Registered representative | CFP | Apr 2025 (1y) | |
| Christopher Elden Wells | Registered representative | CFP | May 2025 (1y) | |
| Christian Kurt Whitesell | Registered representative | May 2025 (1y) | ||
| Lacey Anne Morrison | Registered representative | May 2025 (1y) | ||
| Gary Wayne James | Registered representative | CFP | May 2025 (1y) | |
| Joshua Adam Oller | Registered representative | CFP | May 2025 (1y) | |
| Stephen Stewart Crawford | Registered representative | May 2025 (1y) | ||
| Stefan John Clement Hackethal | Registered representative | CFP | Nov 2025 (1y) | |
| Michael Ray Comstock | Registered representative | CFP | Jan 2026 (1y) | |
| Seamus Thomas Obrien | Registered representative | Jan 2026 (1y) | ||
| Scott Edward Wilkinson | Registered representative | Feb 2026 (0y) | ||
| Chelsea Rae Ganey | Registered representative | CFA | Feb 2026 (0y) | |
| Gabriel Paul Turner | Registered representative | Apr 2026 (0y) | ||
| Alisha Crystal Butterfield | Registered representative | Apr 2026 (0y) | ||
| Joshua Paul Willink | Registered representative | Apr 2026 (0y) | ||
| Andrew Charles Quintois | Registered representative | May 2026 (0y) | ||
| Chase R Erickson | Registered representative | CFP | Jun 2026 (0y) | |
| Matthew Francis Zaczyk | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 978 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Sei Investmentmanagement Corporation $2.2B (96% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗