Summit Wealth Group, Llc
- Regulatory AUM
- $182M
- Discretionary
- $180M
- Clients
- 282
- Avg AUM / client
- $647K
- Accounts
- 824
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 226 | $53.9M | 29.5% |
| High net worth individuals | 56 | $129M | 70.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Seacoast Motorcycles, Inc. Retirement Plan Seacoast Motorcycles, Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Spinardi, Andrea, Lynne | Trustee | Aug 2001 (25y) | ≈ 37.5% – 75% via Spinardi Revocable Tre Dtd 08/02/01 | |
| Theodore Joseph Spinardi | Senior Managing Director And Chief Compliance Officer | CFP | Aug 2001 (25y) | 75% or more |
| Luke Theodore Spinardi | Registered representative | CFP | Jul 2021 (5y) | |
| Mitchell Rhett Benefiel | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Spinardi Revocable Tre Dtd 08/02/01 | Owner | Jan 2023 | A | 75% or more |
Estimated effective ownership (look-through of filed bands):
- Spinardi, Andrea, Lynne: 50% – 75% of Spinardi Revocable Tre Dtd 08/02/01 × 75% – 100% direct ≈ 37.5% – 75% of the firm
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Seacoast Motorcycles, Inc. Retirement Plan | Seacoast Motorcycles, Inc. | 95 | $8.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.02 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $178M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗