Summit Financial Wealth Advisors is an investment advisor in Lafayette with $1.24 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
463636065
SEC advisor number
801-79686
FINRA CRD number
171278
AUM ?
$1.24 bn
(as of 11 May 23)
Accounts
2,290
(as of 11 May 23)
Employees
19
(12 investment advisory or research)
Address
Summit Financial Wealth Advisors
P.O. BOX 53007
LAFAYETTE
LA 70505
P.O. BOX 53007
LAFAYETTE
LA 70505
Office hours
Monday - Friday, 8:00 A.M. - 4:30 P.M.
Phone
337.232.1141
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Focus Operating, LLC | Member (Manager) | 04/2014 | > 75% |
Daniel, David, Russell | Managing Partner | 04/2014 | < 5% |
Focus Financial Partners, Inc. | Member | 07/2018 | > 75% |
Hebert, Suzette, Broussard | Chief Compliance Officer | 04/2014 | < 5% |
Lambert, Todd, Farrell | Partner | 04/2014 | < 5% |
Pharr, Michael, Edward | Partner | 04/2014 | < 5% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Gautreaux, Wesley, Adam | Partner/business Development | 12/2021 | < 5% |
Ray, Charles, Louis | Partner | 10/2014 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 May 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
12 Jan 22