{"url":"https://nivawealth.com/firms/summit-place-financial-advisors-llc-147984","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/147984","regulatoryAum":300404815,"crd":"147984","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8000486","suffix":null,"lastName":"Feeney","firstName":"Katherine","middleName":"Lynn"},{"crd":"7414788","suffix":null,"lastName":"Gula","firstName":"Christopher","middleName":"Jeffrey"},{"crd":"1985197","suffix":null,"lastName":"MILLER","firstName":"ELIZABETH","middleName":"KATZ"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-21","regulatoryAum":179715532,"clients":45,"employees":3,"offices":2},{"filedOn":"2022-03-26","regulatoryAum":231948480,"clients":41,"employees":6,"offices":2},{"filedOn":"2023-03-27","regulatoryAum":208017150,"clients":45,"employees":5,"offices":2},{"filedOn":"2024-03-01","regulatoryAum":238533605,"clients":45,"employees":4,"offices":4},{"filedOn":"2025-02-21","regulatoryAum":256398657,"clients":47,"employees":6,"offices":5},{"filedOn":"2026-09-25","regulatoryAum":300404815,"clients":59,"employees":6,"offices":4}],"secFileNumber":"801-96169","legalName":"Summit 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The fee is negotiable.","source":"ADV PART 2A, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Summit Place Financial Advisors,llc use?","answer":"Summit Place Financial Advisors,llc’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $298M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Summit Place Financial Advisors,llc have?","answer":"Summit Place Financial Advisors,llc has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 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