Matthew Sumnicht
Bowline Financial · Grosse Pointe Woods, Michigan
Matthew Sumnicht is a fee-only financial advisor at Bowline Financial in Grosse Pointe Woods, Michigan. Matthew focuses on retirement planning, estate & legacy planning and small business owners. Bowline Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Bowline Financial |
|---|---|
| Based in | Grosse Pointe Woods, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $64.2M across 143 accounts |
| SEC registration | Investment adviser representative in MI, NC, NY · CRD 6320750 |
| Exams passed | Series 66 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bowlinefinancial.com |
| Profile |
How Matthew's firm compares
- Bowline Financial's average account is about $449,000, from its Form ADV (assets managed divided by 143 accounts).
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Questions about Matthew
Is Matthew Sumnicht a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Bowline Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Bowline Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Sumnicht based?
Matthew Sumnicht is based in Grosse Pointe Woods, Michigan.
What does Matthew specialize in?
Matthew's specialties include retirement planning, estate & legacy planning and small business owners. Matthew works with pre-retirees and retirees.
Is Matthew Sumnicht registered with the SEC?
Yes. Matthew Sumnicht is registered as an investment adviser representative in MI, NC and NY (CRD 6320750), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bowline Financial manage?
Bowline Financial reports $64.2M across 143 accounts in assets under management.
How do I contact Matthew Sumnicht?
Through Matthew's website, www.bowlinefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Bowline Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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