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| Summit Asset Management LLC
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|---|---|
| CRD # | 109606 |
| SEC # | 801-56221 |
| CIK # | 0001509974 |
| AUM | 1,079.8 M (2026-03-16) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 901-729-8100 |
| Address | 5100 Wheelis Drive Memphis, TN 38117 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.1 | ||
| Nvidia Corp | 10.5 | ||
| Amazon Com Inc | 8.7 | ||
| Microsoft Corp | 7.5 | ||
| Autozone Inc | 6.9 | ||
| Wal Mart Stores Inc | 6.0 | ||
| Idexx Laboratories Inc /DE | 4.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 315 | 108.5 |
| (b) Individuals (high net worth individuals) | 200 | 877.2 |
| (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 | 17.3 |
| (h) Charitable organizations | 5 | 76.1 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,522 | 1,079.8 |
| By Discretionary | ||
| Discretionary | 1,427 | 966.1 |
| Non-Discretionary | 95 | 113.6 |
| Total | 1,522 | 1,079.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.0 | |
| United States Persons | 1,074.7 | |
| Total | 1,522 | 1,079.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001509974] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
Goldstein Advisors LLC
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|
WI | 1,079.3 M |
|
Pointoak Retirement Advisors LLC
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|
VA | 1,079.0 M |
|
Strid Group LLC
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|
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|
Horizon Wealth Management LLC
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