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| Summit Asset Management LLC
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|
|---|---|
| CRD # | 109606 |
| SEC # | 801-56221 |
| CIK # | 0001509974 |
| AUM | $938.9 M (2025-07-24) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 901-729-8100 |
| Address | 5100 Wheelis Drive Memphis, TN 38117 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.5 | ||
| Microsoft Corp | 9.3 | ||
| Apple Inc | 9.2 | ||
| Amazon Com Inc | 7.9 | ||
| Autozone Inc | 7.8 | ||
| Wal Mart Stores Inc | 4.7 | ||
| Idexx Laboratories Inc /DE | 4.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 120.2 |
| (b) Individuals (high net worth individuals) | 180 | 740.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 15.0 |
| (h) Charitable organizations | 5 | 63.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,477 | 938.9 |
| By Discretionary | ||
| Discretionary | 1,381 | 837.7 |
| Non-Discretionary | 96 | 101.2 |
| Total | 1,477 | 938.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.6 | |
| United States Persons | 934.3 | |
| Total | 1,477 | 938.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001509974] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fierston Financial Group Inc
✚
|
CT | 0.9 |
|
Ignite Planners LLC
✚
|
CA | 0.9 |
|
Harvey Investment Company LLC
✚
|
KY | 0.9 |
|
Passive Capital Management LLC
✚
|
NY | 0.9 |
|
Randolph Co Inc
✚
|
OH | 0.9 |
|
Rae & Lipskie Investment Counsel Inc
✚
|
0.9 | |
|
Accuvest Global Advisors Inc
✚
|
UT | 0.9 |
|
Lathrop Investment Management Company
✚
|
AR | 0.9 |
|
Cutter and Company Brokerage Inc
✚
|
MO | 0.9 |
|
Pinnacle Wealth Advisors
✚
|
TN | 0.9 |