Henry Summer
Henry Summer is a Newberry, South Carolina–based independent financial advisory firm serving individual and family clients with integrated investment management, tax planning, retirement solutions, and bookkeeping/payroll services via a Cambridge Investment Research affiliation.
- Company typePrivate
- Founded-
- HeadquartersNewberry, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Henry Summer does
Henry Summer is a small independent financial advisory and tax services practice headquartered in Newberry, South Carolina, serving individual and family clients. The firm delivers integrated services spanning investment strategy, wealth and tax management, retirement planning, and bookkeeping/payroll, positioning itself as a one-stop financial back-office for households.
The practice operates through a broker-dealer and registered investment adviser affiliation with Cambridge Investment Research, which provides the FINRA-registered representative credentials and back-office infrastructure necessary to offer securities and advisory services. Client-facing communications and website operations run on the FMG Suite digital marketing platform. The service model bundles tax preparation with investment advisory and bookkeeping, which generates operational efficiency but also creates client stickiness across multiple touchpoints.
The firm is licensed to serve clients across 10 U.S. states, extending its footprint well beyond the Newberry, SC home market. Headcount is reported at 1–10 employees, consistent with a solo-practitioner or small-team independent advisory. Revenue mechanics are driven by advisory fees on assets under management, tax preparation fees, and bookkeeping/payroll service charges — there is no disclosed AUM, pricing structure, or productized offering beyond the integrated service bundle.
Henry Summer firmographics
Firmographics- Name
- Henry Summer
- Legal name
- Summer and Company
- Website
- https://henrysummer.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Henry Summer is a Newberry, South Carolina–based independent financial advisory firm serving individual and family clients with integrated investment management, tax planning, retirement solutions, and bookkeeping/payroll services via a Cambridge Investment Research affiliation.
- Ownership category
- akta.pro rank
Henry Summer industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
- akta.pro secondary industry
- Financial Coaching & Budgeting Advisory (FSAEAAAH)
Keywords
Where Henry Summer is headquartered
LocationHeadquarters
- HQ city
- Newberry
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Henry Summer business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Financial Advisory Services: Fee-based financial advisory services including investment management and financial planning, offered through Cambridge Investment Research Advisors, Inc. as a registered investment advisor.
- Securities Commissions: Commissions earned on securities transactions through Cambridge Investment Research, Inc. as a registered representative broker-dealer.
- Tax Preparation Services: Income tax preparation services for individuals, including tax form preparation, filing, and refund processing.
- Bookkeeping and Payroll Services: Business services including bookkeeping and payroll processing for small business clients.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Henry Summer product offering
Product offeringCore offering
Summer and Company (operating as Henry Summer) is a private financial advisory firm that delivers integrated tax preparation, investment management, and bookkeeping/payroll services to individual and family clients. The firm combines tax planning with investment strategy through a goals-based planning approach, leveraging data from clients' Form 1040 to provide holistic financial advice. Securities are offered through Cambridge Investment Research, Inc. (broker-dealer) and advisory services through Cambridge Investment Research Advisors, Inc. (RIA).
Product overview
Summer and Company is a financial advisory firm offering a suite of financial services including income tax preparation, investment management, and bookkeeping/payroll services. The firm operates as a unified offering with key service features including Smart Investing (which integrates tax planning with investment strategy), Goals-Based Planning (a holistic approach to financial milestone achievement), and Tax Integration (capturing comprehensive financial data from tax returns). Services are offered through affiliated broker-dealer Cambridge Investment Research, Inc.
Differentiator
Problem solved
Functional benefit
Products and services
- Income Taxes Individual tax preparation and filing service including income tax forms preparation, tax return status tracking, and tax refund processing for personal clients.
- Investments Fee-based investment management and financial advisory services delivered through Cambridge Investment Research Advisors, Inc. as a registered investment advisor, offering smart investing strategies that integrate tax planning with financial goals.
- Bookkeeping and Payroll Services Business accounting services including bookkeeping and payroll processing for small business clients.
Companies that use Henry Summer
Customer profileSegments1 record
Ideal customer profiles1 record
Henry Summer technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Henry Summer partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights2 records
Henry Summer competitors and assessment
Company assessmentDirect peers
- Carson Group: Partnership-based wealth advisory firm that bundles financial planning, investment management, and tax services for advisors serving HNW clients. Comparable holistic, goals-based approach to Henry Summer.
- Buckingham Strategic Wealth: Goals-based wealth management firm focused on evidence-driven financial planning for HNW individuals. Shares the goals-based, planning-centric approach used by Henry Summer.
- Mariner Wealth Advisors: National RIA providing comprehensive financial planning, investment management, tax, and estate services to HNW individuals and families. Directly comparable integrated-advice model.
- Creative Planning: Large RIA offering integrated wealth management, tax planning, and estate services to HNW individuals and families. Closely mirrors Henry Summer's tax-plus-investment integration model, just at substantially greater scale.
Broad incumbents
- Focus Financial Partners: Partnership-focused platform for independent RIAs serving HNW clients, with centralized tax, compliance, and investment support. Directly analogous to the type of ecosystem Henry Summer could scale into.
- Edelman Financial Engines: Large national RIA offering goals-based financial planning and investment management to HNW individuals. Competes for the same client segment but with significantly more scale and brand recognition.
- Hightower Advisors: National RIA partnership platform offering wealth management, investment, tax, and estate services through advisor-led practices. Same hybrid independent-advisor model as Henry Summer, at much larger scale.
- LPL Financial: Largest independent broker-dealer supporting thousands of independent financial advisors and RIAs. Operates a comparable affiliation structure to Henry Summer's Cambridge relationship, but at national scale.
- Cambridge Investment Research: Large independent broker-dealer and RIA under which Henry Summer offers securities and advisory services. A much larger incumbent that hosts hundreds of similarly positioned independent advisor practices.
Others
- H&R Block: Mass-market tax preparation provider; relevant because Henry Summer bundles income tax prep with investment advisory, putting it into partial competition for tax clients, though H&R Block does not offer advisory services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Henry Summer financial estimates
Financial estimateRevenue estimate
Valuation estimate
Henry Summer leadership team
Management profileNumber of profiles
Henry Summer funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Henry Summer M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Henry Summer
What does Henry Summer do?
Summer and Company (operating as Henry Summer) is a private financial advisory firm that delivers integrated tax preparation, investment management, and bookkeeping/payroll services to individual and family clients. The firm combines tax planning with investment strategy through a goals-based planning approach, leveraging data from clients' Form 1040 to provide holistic financial advice. Securities are offered through Cambridge Investment Research, Inc. (broker-dealer) and advisory services through Cambridge Investment Research Advisors, Inc. (RIA).
Is Henry Summer a public or private company?
Henry Summer is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Henry Summer founded?
Henry Summer was founded in -1. It employs 1 to 10 people.
Where is Henry Summer based?
Henry Summer is headquartered in Newberry, United States, in the North America region.
How does Henry Summer make money?
Four revenue lines are on record. Financial Advisory Services are the primary driver. The others are securities Commissions, tax Preparation Services and bookkeeping and Payroll Services.
Who are Henry Summer's main competitors?
Direct peers on record are Carson Group, Buckingham Strategic Wealth, Mariner Wealth Advisors and Creative Planning. Broad incumbents are Focus Financial Partners, Edelman Financial Engines, Hightower Advisors, LPL Financial and Cambridge Investment Research. H&R Block is listed as an others.
Does Henry Summer have an API?
No public API is recorded for Henry Summer.
What industry is Henry Summer in?
Henry Summer's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail), with a secondary code of FSAEAAAH, Financial Coaching & Budgeting Advisory. Its NAICS code is 523940 and its SIC code is 6282.