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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Summit Financial Wealth Advisors have?","answer":"Summit Financial Wealth Advisors has 17 investment adviser representatives registered with state securities authorities, out of 22 employees, and 17 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Summit Financial Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Summit Financial Wealth Advisors’ separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 15% state and local bonds, 11% cash and equivalents, 3% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Summit Financial Wealth Advisors?","answer":"Summit Financial Wealth Advisors is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. 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