Summit Financial Group, LLC

Overview

Summit Financial Group, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering portfolio management for individuals and small businesses and the selection of other advisers when clients need third‑party managers. Compensation is primarily based on a percentage of assets under management with the option for hourly charges. Summit presents itself as a capital allocator, which suggests it builds client exposure both through in‑house managed portfolios and through external manager or fund placements. The firm does not characterize itself as an active ESG investor and is not identified as a multistate adviser. An accounting firm affiliation is noted among its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices