Summit Trail Advisors, LLC
New York, NY·SEC-registered · CRD #220519
Summit Trail Advisors, LLC is an SEC-registered investment advisory firm in New York, NY managing $20B across 14k client accounts, with 31 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$20B
Client accounts
14k
Advisory staff
31
Fee model
Fee-based
How Summit Trail Advisors, LLC 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 Trail Advisors, LLC
How much does Summit Trail Advisors, LLC manage?
Per its most recent SEC Form ADV filing (05/26/2026), Summit Trail Advisors, LLC reports $20B in regulatory assets under management across roughly 14k client accounts.
How does Summit Trail Advisors, LLC charge?
Summit Trail Advisors, LLC 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 Trail Advisors, LLC a fiduciary?
Yes. Summit Trail Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #220519), 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 Trail Advisors, LLC 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 Trail Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Summit Trail Advisors, LLC's public SEC Form ADV filing (CRD #220519, filed 05/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Summit Trail Advisors, LLC. 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 Trail Advisors, LLC? Claim this profile.