Blog
Blog
Summit Financial picks minority stake in Advocus Private Wealth
Summit Financial has acquired a minority stake in the newly formed independent advisory team Advocus Private Wealth, which serves athletes, executives, and multi-generational families.
Indie Team Jumps from Dynasty to Summit Financial
An independent team with $400 million in client assets has left Dynasty Financial Partners’ network for Summit Financial Holdings. Advocus Private Wealth is a relatively new independent advisory practice serving athletes, executives and multi-generational families, but it’s founded by advisors who have been in the industry for many years.
$400 Million-AUM Duo Decamps from Dynasty RIA to Launch Firm with Summit Financial
A pair of former brokers-turned-advisors in Columbus, Ohio have broken away for the second time in a year to launch their own practice under Parsippany, N.J.-based RIA Summit Financial.
