SUMMIT FINANCIAL Overview
Summit Financial Wealth Advisors Llc is an investment advisor that manages 400.8 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/21. The fund's latest filing disclosed 393MM in positions, representing 98% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/21. The fund's latest filing disclosed 393MM in positions, representing 98% of the manager's regulatory AUM.
SUMMIT FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SUMMIT FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VUG | 9.22% | ETF | 16.81% | 0.45% | 0 | 0% | ||
| DGRO | 8.44% | ETF | 7.45% | -0.36% | 0 | 0% | ||
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FEATURED IN
SUMMIT FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David R. Daniel | Managing Partner | April-2014 |
| Suzette Broussard | Chief Compliance Officer | April-2014 |
| Todd F. Lambert | Partner | April-2014 |
| Michael E. Pharr | Partner | April-2014 |
SUMMIT FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SUMMIT FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Charting Analysis - involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to predict future price movements based on price patterns and trends.
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such
as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.
• Technical Analysis - involv...
Unlock Full Investment Process Description
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Charting Analysis - involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to predict future price movements based on price patterns and trends.
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such
as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.
• Technical Analysis - involv...
Unlock Full Investment Process Description
SUMMIT FINANCIAL Portfolio Concentration
SUMMIT FINANCIAL Location
326 HEYMANN BLVD
LAFAYETTE, Louisiana
UNITED STATES, 70503
LAFAYETTE, Louisiana
UNITED STATES, 70503
SUMMIT FINANCIAL Contact Information
Phone Number: 337-232-1141
Fax Number: 337-232-1137
Website: null
Fax Number: 337-232-1137
Website: null
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