S
Summerhill & Co., LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,859,070
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$694,153
About
Summerhill & Co., LLC serves individual investors and their retirement accounts, managing roughly $4.0 million in client assets for a very small group of clients. The firm offers discretionary and non‑discretionary portfolio management, financial planning, ad‑hoc investment recommendations, and financial education.
Investment advice is delivered through up to 15 proprietary model portfolios that primarily use ETFs and may be supplemented with mutual funds, individual stocks, bonds, or MLPs as appropriate. The firm’s process emphasizes valuation-based analysis—assessing expected cash flows, discount rates, and historical analogs—and tailors model selection to each client’s goals, time horizon, concentration, and risk tolerance.
A distinctive feature is that the firm’s sole owner also provides accounting and tax services, including bookkeeping and tax preparation, to both advisory and non‑advisory clients—an affiliation that is uncommon among independent RIAs. The state-registered, single-advisor practice manages accounts through a master trading relationship with Interactive Brokers and states adherence to CFA Institute ethical and asset-manager standards.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $1,000,000: 0.50% annually (0.125% quarterly) $1,000,000+: 0.35% annually (0.0875% quarterly)
Account minimum: $65,000 minimum client account value Minimum fee: The Firm may impose a minimum service charge of $1,000 per account. Fee-only: Fees charged as a percentage of assets under advisement; no commissions.
Most active in
Summerhill & Co., LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")