Summit Financial Wealth Advisors LLC

Summit Financial Wealth Advisors LLC is a Limited Liability Company that currently has 14 employees, with 12 serving in advisory roles. Although the number of clients served by the firm is unknown, their SEC status is approved, with a registration date of May 21, 2014, indicating their compliance with regulatory requirements.

• DAVID RUSSELL DANIEL

  MANAGING PARTNER owns less than 5%

• FOCUS OPERATING, LLC

  MEMBER (MANAGER) owns 75% or more

• MICHAEL EDWARD PHARR

  PARTNER owns less than 5%

• SUZETTE BROUSSARD

  CHIEF COMPLIANCE OFFICER owns less than 5%

• TODD FARRELL LAMBERT

  PARTNER owns less than 5%

• FOCUS FINANCIAL PARTNERS, INC.

  MEMBER owns 75% or more

• FOCUS FINANCIAL PARTNERS, LLC

  MEMBER owns 75% or more

• Horizon Capital Management Inc
• Billeaud Capital Management LLC
• Cullen Investment Group Ltd
• Ahrens Investment Partners LLC
• Financial Management Services of America LLC

• Summit Financial Wealth Advisors, LLC Q4 2022 vs. Q1 2023: An Overview of the Fund Holdings Comparison

• PROSHARES TR $32,896k
• FIRST TR EXCHANGE TRADED FD $27,687k
• ISHARES TR CORE DIV GRWTH $24,007k
• VANGUARD INDEX FDS GROWTH ETF $21,233k
• FIRST TR EXCHANGE-TRADED FD $17,307k
• ISHARES TR $16,406k
• INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL $14,123k
• VANGUARD INDEX FDS MID CAP ETF $13,400k
• AT&T INC $9,741k
• VANGUARD INDEX FDS TOTAL STK MKT $8,357k