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SUMMIT INVESTMENT ADVISORS, INC., CRD 281050
HUNT VALLEY, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ANTON, ALVIN, R | OWNER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | yes | 08/2023 | Apr 27, 2023 | Jun 27, 2024 |
| ANTON, ALVIN, R | OWNER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | Na | yes | 08/2023 | Apr 27, 2023 | Jun 27, 2024 |
| SUMMIT FINANCIAL GROUP, INC | Owner | E | yes | 10/2015 | Feb 26, 2021 | Jun 27, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Feb 7, 2025 | $255M | $255M | 8 | 6 | 0 | n/a | n/a |
| 2023 | Feb 23, 2024 | $197M | $197M | 9 | 8 | 0 | n/a | n/a |
| 2022 | Mar 6, 2023 | $154M | $154M | 11 | 6 | 0 | n/a | n/a |
| 2021 | Feb 16, 2022 | $144M | $144M | 11 | 6 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 6 | -6 | n/a | 0 | 0 | 0 | 0 | 6 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $255M | $197M | 29.8% | $144M | 20.9% | 8 | 9 | 3 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 5 | Sep 29, 2025 | Sep 26, 2025 | HUNT VALLEY, MD | Firm absorbed | RIA to ibd | 83.3% |