Summit Financial Group, LLC

Overview

Summit Financial Group, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering portfolio management for individual and small-business clients and acting as a selector of third‑party advisers when clients need manager access. Summit positions itself as a capital allocator and bills clients through a combination of a percentage-of-assets fee and hourly charges. The firm is not marked as an active ESG investor, does not identify as a multi-state adviser, and does not serve as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives