SA
Summit Advisors, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 144486
· Canonsburg, PA
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ADV data as of Jun 16, 2026
- Regulatory AUM
- $74.4M
- Discretionary
- $74.4M
- Clients
- 103
- Avg AUM / client
- $723K
- Accounts
- 173
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $9.8M | 13.1% |
| High net worth individuals | 60 | $64.4M | 86.5% |
| Charitable organizations | Fewer than 5 clients | $274K | 0.37% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Betty Harris Rainier | Registered representative | Nov 2007 (19y) | ||
| Richard King Rainier | Registered representative | Nov 2007 (19y) | ||
| Bruce Lauren Edger | Registered representative | Apr 2010 (16y) | ||
| David Paul Koenig | Registered representative | Aug 2010 (16y) | ||
| Clayton Arthur Edger | Registered representative | Feb 2017 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- RBC $54.4M (73% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗