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SUMMIT FINANCIAL GROUP, LLC
CRD 125144
901 NORTH BROAD STREET, SUITE 450, ROME, GA, 30161-5208, United States
Phone
706-291-9966
Fax
706-235-8876
Registration
— (—)
Source
State registered
Total AUM
$22.6M
Discretionary AUM
$22.6M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $8.1M |
| High net worth individuals | 10 | $14.4M |
Official SEC filing: View on IAPD