SUMMIT FINANCIAL GROUP, LLC

Overview

Summit Financial Group, LLC is a small, privately owned advisory firm serving individual and family clients. The firm provides portfolio management for individuals and small businesses and performs manager selection for external advisers, positioning itself as a capital allocator rather than a product manufacturer. Its fee model combines a percentage of assets under management with hourly billing. Summit does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. An accounting affiliation is listed among its industry connections.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices