Summit Financial Holdings (“Summit”), a financial services firm for top independent and breakaway advisors, will fuel the launch of Advocus Private Wealth (“Advocus”), an independent advisory team serving athletes, executives, and multi-generational families. Advocus becomes Summit Growth Partners’ 17th investment in less than nine months.

RECENT INSIGHTS

April 18, 2024

Addition of integrated, alternative investment solutions to help advisors attract and retain high-net-worth clients, further strengthening their competitive edge

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February 5, 2024

We’re excited to announce the addition of Garrett, Perkins & Horton Advisory Partners and Brad Werner & Company to our...

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January 18, 2024

Baltimore County-based $300 million multi-family office joins Summit Financial to utilize its scale, resources, and integrated technology platform

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