Peter Coulchinsky
The Summit Group · San Antonio, Texas
Peter Coulchinsky 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 2675667 |
| Exams passed | Series 63 (1996) · Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | thesummitgroupadvisors.com |
How Peter'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 Peter
Is Peter Coulchinsky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?
Peter's firm, The Summit Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Peter Coulchinsky based?
Peter Coulchinsky is based in San Antonio, Texas.
Is Peter Coulchinsky registered with the SEC?
Yes. Peter Coulchinsky is registered as an investment adviser representative in TX (CRD 2675667), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does The Summit Group manage?
The Summit Group reports $16M across 56 accounts in assets under management.
How do I contact Peter Coulchinsky?
Through Peter'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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