Alejandro Cabezut
The Summit Group · San Antonio, Texas
Alejandro Cabezut is a fee-only financial advisor at The Summit Group in San Antonio, Texas. The Summit Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | The Summit Group |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $16M across 56 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5790204 |
| Exams passed | Series 65 (2017) · Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | thesummitgroupadvisors.com |
| Profile |
How Alejandro's firm compares
- The Summit Group's average account is about $286,000, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Alejandro
Is Alejandro Cabezut a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alejandro holds no broker registration, and The Summit Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alejandro charge for financial advice?
Alejandro's firm, The Summit Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alejandro Cabezut based?
Alejandro Cabezut is based in San Antonio, Texas.
Is Alejandro Cabezut registered with the SEC?
Yes. Alejandro Cabezut is registered as an investment adviser representative in TX (CRD 5790204), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Summit Group manage?
The Summit Group reports $16M across 56 accounts in assets under management.
How do I contact Alejandro Cabezut?
Through Alejandro's website, thesummitgroupadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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