Summit Family Office Services, LLC

Overview

Summit Family Office Services, LLC is an independent, individually owned registered investment adviser that positions itself toward individuals and family clients. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses, and the firm presents a family-office orientation in its branding and client focus. Summit deploys a mix of billing methods — percentage of assets under management, hourly fees, fixed fees and performance-based arrangements — reflecting flexibility in client engagements. The firm does not identify as an ESG-focused investor and is not listed as a multi-state adviser or pension consultant. Summit reports it is not functioning as a capital allocator, which suggests it sources third-party managers rather than operating a fund-of-funds or multi-manager platform.

Assets & Accounts

Public Holdings

Investments & Alternatives