Summit Investment Advisory Services
Roseville, MN·SEC-registered · CRD #168594
Summit Investment Advisory Services is an SEC-registered investment advisory firm in Roseville, MN managing $746M across 2.5k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$746M
Client accounts
2.5k
Advisory staff
8
Fee model
Fee-based
How Summit Investment Advisory Services is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Summit Investment Advisory Services
How much does Summit Investment Advisory Services manage?
Per its most recent SEC Form ADV filing (02/17/2026), Summit Investment Advisory Services reports $746M in regulatory assets under management across roughly 2.5k client accounts.
How does Summit Investment Advisory Services charge?
Summit Investment Advisory Services is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Summit Investment Advisory Services a fiduciary?
Yes. Summit Investment Advisory Services is registered with the U.S. Securities and Exchange Commission (CRD #168594), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Summit Investment Advisory Services taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Summit Investment Advisory Services and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Roseville, MN
Profile compiled from Summit Investment Advisory Services's public SEC Form ADV filing (CRD #168594, filed 02/17/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Summit Investment Advisory Services. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Summit Investment Advisory Services? Claim this profile.