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Summit Financial Consulting LLC
Summit Financial Consulting LLC is a registered investment advisory firm headquartered in Sterling Heights, Michigan. Founded in 2003, Summit is family owned and provides holistic financial planning, portfolio analysis, tax planning, and investment advisory services—primarily to working- and middle-class American families. As of mid-2025, the firm manages approximately $122 million in assets and employs 6 people, all dedicated to investment and client service. Summit positions itself as a fiduciary, with a mission to bring concierge-level, comprehensive financial planning to clients who traditionally have had less access to such services. Their practice includes investment management, tax, health, and insurance services under one roof.
Investment Strategy
Summit Financial Consulting LLC uses a holistic financial planning approach for individuals and families, emphasizing a fiduciary obligation to act in clients’ best interests. Their investment philosophy focuses on crafting complete, customized financial plans designed to provide long-term financial security and tax efficiency. The firm uses independent research, risk, and performance reviews to guide portfolio construction. Summit takes pride in objective advice—never selling proprietary products—and coordinates financial, insurance, and tax planning to deliver integrated, ongoing support. Their approach is client-first, not commission-driven, providing tailored strategies designed to grow and preserve client assets.
Latest 13F Filing Activity
Summit Financial Consulting LLC filed their most recent 13F report on Sep 30, 2025 disclosing 42 equity positions with a total 13F market value of $125M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Summit Financial Consulting LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LQD | ISHARES TR | 16.03% | $20.1M | 180,158 | $111.40 | $111.47 | +$19.6M |
H HYG | ISHARES TR | 16.00% | $20.1M | 246,952 | $81.13 | $81.19 | +$19.6M |
I IYF | ISHARES TR | 5.51% | $6.9M | 54,506 | $113.19 | $126.64 | +$438.7K |
I IYW | ISHARES TR | 5.44% | $6.8M | 34,820 | $195.86 | $195.86 | +$6.8M |
I IYZ | ISHARES TR | 5.43% | $6.8M | 210,746 | $27.39 | $32.26 | +$152.8K |
Industry Allocation
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