SUMMIT RIDGE ADVISORS

Overview

Summit Ridge Advisors is an independent, individual-owned RIA that acts as both an adviser and a capital allocator for a mix of individual, family and institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with pension consulting and the selection of third‑party advisers. It also operates as an insurance broker, and bills clients primarily as a percentage of assets under management with the option for hourly charges. Investment activity shows a clear tilt toward pooled public vehicles: the firm’s managed assets are concentrated in mutual funds and other public funds, and Summit Ridge takes an active ESG stance in its investment selection. As a capital allocator the firm uses external managers for alternatives and selects outside advisers when clients need specialized capabilities, which suggests a portfolio-construction model that blends core public exposures with targeted third‑party alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices