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 09/30/16. The fund's latest filing disclosed 231MM in positions, representing 58% of the manager's regulatory AUM.

SUMMIT FINANCIAL StockAlpha

-1.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SUMMIT FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NOBL 8.07% ETF -1.29% -0.22% 1 1%
PFF 5.77% ETF -4.98% -0.33% 0 8%
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FEATURED IN
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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...
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SUMMIT FINANCIAL Portfolio Concentration

SUMMIT FINANCIAL Location

326 HEYMANN BLVD
LAFAYETTE, Louisiana
UNITED STATES, 70503

SUMMIT FINANCIAL Contact Information

Phone Number: 337-232-1141
Fax Number: 337-232-1137
Website:

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