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SUMMIT FINANCIAL PARTNERS, INC.

GLEN ALLEN, VA · CRD 117749 · IAPD ↗ · summitfinancialpartnersrva.com · 804-290-0162

$124.5MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — SUMMIT FINANCIAL PARTNERS, INC. (GLEN ALLEN, VA) left the SEC roster (was $124.5M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
June 2025 — SUMMIT FINANCIAL PARTNERS, INC. (GLEN ALLEN, VA) is newly SEC-registered with $124.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.