Summit Financial Wealth Advisors, LLC
Summit Financial Wealth Advisors, LLC is a registered investment adviser based in Lafayette, Louisiana, with over 20 employees. The firm serves individuals (including high-net-worth clients), businesses, pension/profit-sharing plans, and charitable organizations with customized wealth management, investment planning, and comprehensive advisory services. Founded over 20 years ago, it is part of the Focus Financial Partners network and offers a broad array of investment solutions to address clients' financial goals, empowering them with objective advice and holistic planning.
Investment Strategy
Summit Financial Wealth Advisors, LLC provides customized portfolio management and financial planning for a range of clients, with a focus on both high-net-worth and mass affluent individuals. The firm employs a disciplined, diversified investment approach across equities, ETFs, mutual funds, fixed income, and other asset classes. They emphasize long-term goals, risk-managed strategies, and comprehensive client solutions, including tax efficiency, retirement planning, and wealth preservation. The team’s investment philosophy centers on delivering objective, client-focused advice that aligns with each client’s specific financial situation and objectives.
Top Holdings
Equity Positions (180)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHD | SCHWAB STRATEGIC TR | 8.58% | $55.4M | 2,011,405 | $25.49 | $27.30 | +$2.3M |
V VUG | VANGUARD INDEX FDS | 8.41% | $54.3M | 112,590 | $179.97 | $479.61 | +$5.0M |
V VYMI | VANGUARD WHITEHALL FDS | 6.28% | $40.5M | 476,284 | $57.51 | $84.68 | +$3.9M |
S SPBO | SPDR SERIES TRUST | 4.21% | $27.1M | 916,928 | $28.93 | $29.63 | +$3.9M |
N NOBL | PROSHARES TR | 3.91% | $25.3M | 245,326 | $63.65 | $103.07 | +$663.6K |