Summit Asset Management LLC

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Assets, Funds, Holdings

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Summit Asset Management LLC
CRD #109606
SEC #801-56221
CIK #0001509974
AUM $851.4 MM (2024-02-13)
Employees 8 (75% Investors, 0% Brokers)
Phone901-729-8100
Address5100 Wheelis Drive
Memphis, TN 38117
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
90072054036018002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 9.4
AZO 41,417.6 7.7
MSFT 1,918,222.4 7.2
NVDA 399,550.0 7.1
IDXX 29,336.2 3.8
AMZN 1,092,997.8 3.8
PG 338,108.9 3.7
WMT 335,434.5 3.5
XOM 385,508.3 2.9
FDX 62,226.1 2.5
Holdings by Sector ($MM)
50040030020010002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 313 106.2
(b) Individuals (high net worth individuals) 181 672.4
(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 13 14.5
(h) Charitable organizations 6 57.7
(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 1,470 851.4
By Discretionary
Discretionary 1,369 746.4
Non-Discretionary 101 105.0
Total 1,470 851.4
By Non-United States Persons
Non-United States Persons 4.3
United States Persons 847.1
Total 1,470 851.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001509974]
Comparable Firms State AUM ($BB)
Morris & Wells Wealth Management
VA 0.9
LJI Wealth Management LLC
IN 0.9
Brightside Advisory Partners LLC
MD 0.9
Arthur M Cohen & Associates LLC
IL 0.9
180 Wealth Advisors LLC
WA 0.9
Olympus Wealth Management LLC
UT 0.9
Oppenheimer Investment Management LLC
NY 0.9
Fusion Investment Advisors LLC
TX 0.8
Blueprint Investment Partners LLC
NC 0.8
Riverview Research LLC
OH 0.8
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