Summit Financial Wealth Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

557

Total plan assets

$171.6M

Filings (rows)

Direct comp

$162K

Indirect comp

Showing only "SUMMIT FINANCIAL WEALTH ADVISORS"

View all 8 variants aggregated →

SUMMIT FINANCIAL45 SUMMIT FINANCIAL WEALTH ADVISORS6 SUMMIT FINANCIAL GROUP3 SUMMIT FINANCIAL WEALTH ADVISOR2 SUMMIT FINANCIAL MANAGEMENT LL2 SUMMIT FINANCIAL WEALTH ADVISORS L1 SUMMIT FINANCIAL MANAGEMENT

SERVICES PROVIDED

Advisor / Consultant4

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Anderson Regional Medical Center Anderson Regional Medical Center Retirement Plan Master Trust · all filings	MERIDIAN, MS	Investment manager	—	$64.4M	$20K	$0
Anderson Regional Medical Center Anderson Regional Medical Center Retirement Plan Master Trust · all filings	MERIDIAN, MS	Investment manager	—	$55.4M	$40K	$0
Specialty Management Services of Ouachita, LLC DBA ALLI Management SOL Specialty Management Services of Ouachita, LLC 401(k) Plan · all filings	MONROE, LA	Advisor / Consultant	188	$17.3M	$19K	$0
Specialty Management Services of Ouachita, LLC DBA ALLI Management SOL Specialty Management Services of Ouachita, LLC 401(k) Plan · all filings	MONROE, LA	Advisor / Consultant	185	$15.0M	$33K	$0
Aries Marine Corporation Aries Marine Corporation 401(k) Plan · all filings	LAFAYETTE, LA	Advisor / Consultant	84	$9.8M	$26K	$0
Aries Marine Corporation Aries Marine Corporation 401(k) Plan · all filings	LAFAYETTE, LA	Advisor / Consultant	100	$9.6M	$25K	$0