THE SUMMIT GROUP

Overview

The Summit Group is an independent registered investment advisor operating as a limited liability company and owned by an individual. The firm’s business centers on fee-based wealth management for individuals and families, combining financial planning with discretionary portfolio management. Its filings characterize it as a capital allocator: the firm builds core equity exposure while selectively directing client capital to third‑party alternative managers in areas such as real estate, commodities and oil & gas. Advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and selection of other advisers. The Summit Group reports a preference for equities as the primary building block of client portfolios and does not position itself as an ESG-focused or multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices