Summit Wealth Partners, Llc
- Regulatory AUM
- $676M
- Discretionary
- $605M
- Clients
- 783
- Avg AUM / client
- $863K
- Accounts
- 2,040
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 271 positions, $631,679,886)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $28,316,664 | 43,350 | 4.48% | 4.19% |
| 2 | Ishares Tr | RUS 1000 GRW ETF | $24,193,298 | 56,739 | 3.83% | 3.58% |
| 3 | Ishares Tr | MSCI USA QLT FCT | $23,933,330 | 124,776 | 3.79% | 3.54% |
| 4 | Invesco Qqq Tr | UNIT SER 1 | $20,045,742 | 34,730 | 3.17% | 2.97% |
| 5 | Blackrock Etf Trust Ii | ISHARES FLEXIBLE | $17,863,572 | 343,993 | 2.83% | 2.64% |
| 6 | Ishares Tr | CORE US AGGBD ET | $17,476,832 | 176,054 | 2.77% | 2.59% |
| 7 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $17,294,887 | 341,729 | 2.74% | 2.56% |
| 8 | Ishares Tr | MSCI USA MIN VOL | $16,920,621 | 182,452 | 2.68% | 2.5% |
| 9 | Ishares Tr | ISHS 1-5YR INVS | $15,907,182 | 302,648 | 2.52% | 2.35% |
| 10 | Ishares Tr | CORE UNIVRSL USD | $15,611,205 | 337,978 | 2.47% | 2.31% |
| 11 | Ishares Tr | ISHS 5-10YR INVT | $14,492,891 | 272,320 | 2.29% | 2.14% |
| 12 | Brown & Brown Inc | COM | $13,152,857 | 201,700 | 2.08% | 1.95% |
| 13 | Ishares Tr | CORE MSCI EAFE | $12,826,135 | 141,678 | 2.03% | 1.9% |
| 14 | Vanguard Whitehall Fds | HIGH DIV YLD | $11,328,971 | 76,495 | 1.79% | 1.68% |
| 15 | Ishares Tr | MSCI INTL QUALTY | $10,746,502 | 232,457 | 1.7% | 1.59% |
| 16 | Nvidia Corporation | COM | $10,090,488 | 57,858 | 1.6% | 1.49% |
| 17 | State Str Spdr S&P 500 Etf T | TR UNIT | $10,040,607 | 15,439 | 1.59% | 1.49% |
| 18 | Ishares Tr | 7-10 YR TRSY BD | $9,396,918 | 98,459 | 1.49% | 1.39% |
| 19 | American Centy Etf Tr | US LARGE CAP VLU | $8,944,667 | 110,962 | 1.42% | 1.32% |
| 20 | Ishares Tr | RUS 1000 ETF | $8,885,431 | 24,920 | 1.41% | 1.32% |
| 21 | Apple Inc | COM | $8,879,849 | 34,989 | 1.41% | 1.31% |
| 22 | Procter & Gamble Co | COM | $7,867,498 | 54,469 | 1.25% | 1.16% |
| 23 | Vanguard Index Fds | GROWTH ETF | $7,346,401 | 16,819 | 1.16% | 1.09% |
| 24 | Ishares Tr | CORE S&P TTL STK | $7,193,200 | 50,503 | 1.14% | 1.06% |
| 25 | State Str Spdr Dow Jones Ind | UT SER 1 | $7,025,883 | 15,168 | 1.11% | 1.04% |
Top 25 of 271 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 639 | $212M | 31.3% |
| High net worth individuals | 131 | $445M | 65.9% |
| Charitable organizations | 1 | $271K | 0.04% |
| Corporations and other businesses | 3 | $18.5M | 2.74% |
| Other | 9 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Electronic Arts Inc. 401(k) Plan Electronic Arts Inc. | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kovacs, William, Patrick Michael | General Counsel | Oct 2012 (14y) | Less than 5% | |
| Jason Patrick Print | Manager, Co President & Ceo | CFP | Jun 2016 (10y) | 50% – 75% of Investors Advocate, Llc (indirect) |
| Chad Aaron Warrick | Manager, Cco, Co President & Ceo | Jul 2016 (10y) | 50% – 75% of Investors Advocate, Llc (indirect) | |
| Bradley David Towle | Registered representative | Jun 2016 (10y) | ||
| Andrew Michael Dickens | Registered representative | Jul 2016 (10y) | ||
| Amanda Elizabeth Pate | Registered representative | CFP Chartered Financial Consultant | Oct 2017 (9y) | |
| Chad Daniel Leatherwood | Registered representative | CFP | Jun 2020 (6y) | |
| Ryan Michael Gavin | Registered representative | CFA | Sep 2021 (5y) | |
| Sharon Kay Hooper | Registered representative | Feb 2024 (2y) | ||
| Andrew Christopher Baker | Registered representative | CFP | Feb 2024 (2y) | |
| Shari Nicole De Ron | Registered representative | Jan 2025 (2y) | ||
| Omar Bhangia | Registered representative | Jan 2026 (1y) | ||
| Scott Kremer | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fiduciary Professionals Llc | Member | Dec 2015 | A | 50% – 75% |
| Stratos Wealth Holdings Llc | Investor | Dec 2020 | A | 25% – 50% |
| Investors Advocate Llc | Member | Dec 2015 | B | ≈ 37.5% – 75% via Fiduciary Professionals Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Investors Advocate Llc: 75% – 100% of Fiduciary Professionals Llc × 50% – 75% 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 |
|---|---|---|---|---|
| Electronic Arts Inc. 401(k) Plan | Electronic Arts Inc. | 4,870 | $1.3B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.06 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
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $501M (74% of AUM) Mar 2026
- Fidelity Brokerage Services $179M (26% 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗