SourcingSourcing

SUMMIT FINANCIAL CONSULTING LLC

B55
CRD 126570·SEC 801-123641·STERLING HEIGHTS, MI
AUM
$184.7M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$554K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SUMMIT FINANCIAL CONSULTING LLC
CRD
126570
SEC file #
801-123641
EIN
841621189
DBA names
Summit Financial Working With People You Trust

Economics

AUM
$184.7M
AUM band
$100M-$500M
AUM trajectory
'23'26
$93.3M → $184.7M▲ +98%
Client mix
Individuals Other999
Individuals High Net Worth82
Corporations4

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'23'26
5 advisors → 6 advisors▲ +20%
Primary office
STERLING HEIGHTS MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
04/14/2026
ADV-W filed at
—
Website
linkedin.com/in/zachary-bachner(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WINK, ROBERT, LOUIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WINK, ROBERT, LOUIS
WINK, KENNETH, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002065794
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-04-29
Edgar Last Filing Date
2026-04-10
Edgar 13f Count
5
Edgar 13f Latest AUM Estimate
Filing Date2026-04-10
Accession0002065794-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2262
Soi Zip Pct 200k Plus
0.0338
Soi Zip Returns 200k Plus
580
Soi Zip Total AGI
1,204,986
Fdic Zip Total Deposits
14,815,193,000
Fdic Zip Branch Count
191
Fdic Zip Top Banks
Bank of America, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
43409 SCHOENHERR ROADSTERLING HEIGHTS, MI 48313
Business
43409 SCHOENHERR ROADSTERLING HEIGHTS, MI 48313
Edgar EIN
841621189
Edgar Recent Filings
13F-HR2026-04-10 · 0002065794-26-000002
13F-HR2026-01-23 · 0002065794-26-000001
Fdic Zip Branches Raw
Michigan National BankShelby Township, MI
Standard Federal BankSterling Heights, MI
Fdic Zip HHI
1325.81
Fdic Zip Top Bank Share Pct
26.53
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI55,826
Returns4,960
Stub 2
AGI134,457
Returns3,630
Stub 3
AGI167,500
Returns2,700
Soi Zip Total Business Income
29,364
Soi Zip Total Cap Gains
18,958
Soi Zip Total Dividends
13,107
Soi Zip Total Returns
17,150
Top Owner CRD
1804889
Trust Company Affiliate
No

People (6)

6
WINK, ROBERT, LOUIS
IAR · Direct Owner · 87.5%
1804889
WINK, KENNETH, ROBERT
IAR · Executive Officer · 2.5%
4558654
Daniel Adam Ladzinski
IAR
7889316
JAMES DAVID WINK
IAR
4840965
James Charles Baldwin
IAR
7451561
Zachary Allen Bachner
IAR
6495396