Summit Financial Wealth Advisors

Overview

Summit Financial Wealth Advisors is an SEC registered investment adviser based in Lafayette, LA, registered since 2014. It reports $1.8B in assets under management across 3,011 accounts, with 22 employees. It has 17 investment adviser representatives.

Reported AUM

$1.8B

Discretionary

96%

Accounts

3,011

Average account

$598K

Employees

22

Advisory reps

17

Registered since

2014

Jurisdictions

13

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 8

• David Russell Daniel II Managing Partner CRD 1748101
• Suzette Broussard Chief Compliance Officer CRD 2625244
• Charles Louis Ray Jr Partner CRD 1836197

5 more executive officers, with direct contact details

Advisory reps 3 of 17

• Catherine D Boudreaux Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5386329
• Christopher Peavy Breaux Investment Adviser Rep CRD 7443000
• Suzette Broussard Insurance Agent · Investment Adviser Rep CRD 2625244

14 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1021 E Saint Mary Blvd
Lafayette, LA 70503

County

Lafayette

Metro area

Lafayette, LA

Region

South

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: summit-financial.com

Every state, with registration dates

Similar firms near Lafayette

• Cullen Investment GroupLafayette, LA$91M AUM
• BCM Advisors, LLCLafayette, LA$776M AUM
• Apex Capital Management, L.L.C.Lafayette, LA$225M AUM
• Avant Capital, LLCLafayette, LA$176M AUM
• Stone Wealth Partners LLCLafayette, LA$143M AUM