Summit Place Financial Advisors, LLC

Overview

Summit Place Financial Advisors, LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and families. The firm is SEC-registered (registration year 2015) and charges fees based on a percentage of assets under management. Its advisory services emphasize tailored planning and portfolio management for high-net-worth households and small-business owners, and the firm identifies as an active ESG investor. Summit Place presents itself as a middle-market RIA that blends liquid equity exposures with selective alternative positions and mutual funds. The firm was listed among FA Magazine’s Top RIA Firms in 2020, reflecting external recognition of its place within the independent advisory channel.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices