Summit Ridge Advisors

Overview

Summit Ridge Advisors is an independent RIA organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional clients and acts as a capital allocator, sourcing third-party managers when appropriate. Fee arrangements include a percentage of assets under management and hourly billing for certain services. The advisory offering includes financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers; the firm also operates as an insurance broker. Summit Ridge flags itself as an active ESG investor, indicating that environmental, social, and governance factors are part of its investment decision process. It is not a multi-state or newly formed adviser per the available information.

Assets & Accounts

Public Holdings

Investments & Alternatives