Summit Trail Advisors, LLC

RIASEC RegisteredEst. 2015

Total AUM

$19.9B

Discretionary

$11.1B

55% of AUM

Avg account

$2M

Accounts

9,778

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 220519
Registered since: June 11, 2015
Website: www.summittrail.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI81.91%
Corporations / Businesses12.4%
Charitable Organizations4.64%
Individuals0.97%
Pension & Profit Sharing Plans0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Summit Trail Advisors, LLC is an independent registered investment adviser that began SEC registration in 2015 and serves both high‑net‑worth individuals and institutional clients. The firm operates as a capital allocator and offers comprehensive advisory services including financial planning, portfolio management for individuals and institutions, pension consulting, and the selection of outside managers. Summit Trail also functions as an insurance broker and maintains a broker‑dealer affiliation. Its fee arrangements are flexible (percentage of AUM, hourly, fixed fees and performance‑based fees), and it reports being an active ESG investor. The firm has received industry recognition: Financial Times named it among the Top 300 RIA firms in 2020, and Barron’s included it in its Top 100 RIA firms list for 2021 through 2025.