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<\/a><\/a>\nThe partnerships underscore the ongoing transformation of the wealth management industry, where advisors increasingly seek the benefits of institutional platforms without sacrificing the independence and personalized service that define their client relationships. As RIA consolidation continues to accelerate and M&A activity reaches record levels in 2026, Summit\u2019s platform model reflects the sector\u2019s shift toward capability expansion, operational efficiency, and holistic service delivery. These additions demonstrate how growth-oriented advisory firms are responding to rising client expectations for sophisticated planning, advanced technology, and family office-level expertise while maintaining the flexibility that distinguishes the independent model.<\/p>
\nKamal Capital Group oversees approximately $170 million in assets and operates offices in Michigan and Georgia. Founded in 1984, the firm initially focused on retirement planning for airline pilots before expanding its client base to include aviation professionals, corporate executives, and ultra-high-net-worth families. Led by Danny Kamal<\/a>, CPFA\u00ae, CIO and Managing Partner, and Rob Kamal, COO and Managing Partner, the firm now delivers comprehensive family office services with a specialized focus on the aviation sector.<\/p> \nM Group Investment Advisor, a premier advisor for non-union construction companies that work on government projects, oversees approximately $350 million in assets and is headquartered in Florida, with additional offices in Oregon and Washington. The firm emphasizes independence, transparency, and personalized service, empowering advisors to maintain discretion over investment decisions while delivering tailored portfolio strategies. The firm is known for its hands-on, relationship-driven approach and deep expertise in retirement planning, which represents the largest and most central component of its business, complemented by investment management and insurance strategies. M Group Investment Advisor is represented by Investment Advisor Representatives John Marcelia<\/a> and Ed Leeper.<\/p> \n\u201cPartnerships like these reflect the strength of Summit\u2019s platform and our ability to support firms with distinct identities and client value propositions,\u201d said Stan Gregor<\/b><\/a>, Chairman and Chief Executive, Summit Financial<\/b>. \u201cKamal Capital Group and M Group Investment Advisor have both built respected practices grounded in long-term relationships, thoughtful planning, and a commitment to delivering personalized financial guidance. We are honored to welcome them and to expand Summit\u2019s national footprint, including establishing our first teams in Georgia and Oregon.\u201d<\/p> \nExpanding Capabilities Through Partnership<\/b><\/p> \nThrough these partnerships, advisors at Kamal Capital Group and M Group Investment Advisor gain access to Summit\u2019s broader platform, SummitVantageTM<\/sup>. This platform includes a professional strategy team of financial planning, investment, and tax specialists, as well as institutional-quality investment resources delivered at scale. These capabilities are designed to support increasingly complex planning needs for high-net-worth and multigenerational clients, while enhancing operational efficiency and client experience.<\/p> \n\u201cWe\u2019ve spent decades building a firm centered on specialized expertise, particularly within the aviation community, and delivering a highly personalized experience for our clients,\u201d said Danny Kamal, CPFA\u00ae, CIO and Managing Partner of Kamal Capital Group.<\/b> \u201cPartnering with Summit allows us to enhance those capabilities with sophisticated planning tools and a broader platform that will help us scale while staying true to who we are.\u201d<\/p> \n\u201cIndependence has always been at the core of M Group\u2019s philosophy, giving advisors the flexibility to do what\u2019s right for their clients,\u201d said John Marcelia, Investment Advisor Representative, M Group Investment Advisor.<\/b> \u201cWith Summit, we can maintain that independence while gaining access to expanded investment capabilities, advanced technology, and operational support that will enable us to grow and deliver even greater value to the families we serve.\u201d<\/p> \n\u201cWhat stood out with both firms is the intentionality behind their growth,\u201d said Keith Soltis<\/b><\/a>, ChFC\u00ae, Head of Growth and Business Development, Summit Financial<\/b>. \u201cThey\u2019re not just scaling for scale\u2019s sake\u2014they\u2019re joining a platform that expands what they can deliver to clients. That alignment is exactly what we look for in a partnership.\u201d<\/p> \nTo learn more about SummitVantageTM<\/sup>, Summit\u2019s all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology, visit SummitFinancial.com<\/a>.<\/p> \nNews at a Glance<\/b><\/p> \nABOUT SUMMIT FINANCIAL<\/b><\/p> \nSummit Financial (\u201cSummit\u201d) is a preeminent investment advisory firm with over 40 years of experience helping advisors elevate their businesses and deliver exceptional client experiences. Built by advisors for advisors, Summit champions independence while providing the tools, capital, and resources needed to achieve growth and success.<\/p> \nSummit Financial, LLC, an SEC-registered investment adviser (\u201cRIA\u201d) established in November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all of their investment advisory and financial planning business. Summit Financial, LLC, is wholly owned by Summit Financial Holdings, LLC (\"SFH\"), which is owned by Stanley Gregor and Merchant Wealth Management Holdings 3, LLC (\u201cMWMH\u201d). MWMH is wholly owned by Merchant Wealth Partners, LLC, which is wholly owned by Merchant Investment Management, LLC. Minority investments are made by SFH.<\/p> \nA 2025 Forbes|SHOOK<\/a>\u00ae and Barron\u2019s Top 100 RIA Firm<\/a>, Summit is deeply committed to its founding principles of independence and powerful financial planning. Interested advisors and firm leaders can learn more about Summit\u2019s all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology\u2014known as the SummitVantage\u2122\u2014at SummitFinancial.com<\/a>.<\/p> \nBarron's 2025 Top 100 RIA Firms (published September 12, 2025, based on data as of June 30, 2025) and Forbes| SHOOK\u00ae 2025 America\u2019s Top RIA Firms (published October 1, 2025, based on data as of March 31, 2025). Rankings were determined based on proprietary evaluation processes conducted by Forbes|SHOOK\u00ae and Barron\u2019s. Summit Financial, LLC, did not pay a fee to obtain these rankings. A fee may be paid to the ranking providers for associated marketing and promotional activities.<\/p> \nCNBC received no compensation for placing financial advisory firms on their October 2025 Financial Advisor 100 list. Additionally, a firm's appearance in the ranking does not constitute an individual endorsement by CNBC of any firm.<\/p>\n