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BLACKSUMMIT FINANCIAL GROUP, INC.

CRD 153886 · SEC 801-78895

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$98.2M

Discretionary AUM

$39.2M

Team

6 total employees; 6 advisory reps; 3 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-03-04

Disciplinary history

No

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  • SEC IAPD

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals26$5.9M
High net worth individuals19$29.2M

All web addresses on file

Official SEC filing: View on IAPD