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SUMMIT ASSET MANAGEMENT LLC
CRD 109606 · SEC 801-56221
5100 WHEELIS DRIVE, SUITE 107, MEMPHIS, TN, 38117, United States
Phone
901-729-8100
Fax
901-729-8101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$966.1M
Team
8 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersGENERAL CONSULTATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 315 | $108.5M |
| High net worth individuals | 200 | $877.2M |
| Pension/profit sharing plans | 12 | $17.3M |
| Charitable organizations | 5 | $76.1M |
States served
AL, AR, CA, LA, MS, NC, OR, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD