|
⚲
|
| Summit Financial LLC
✚
|
|
|---|---|
| CRD # | 299322 |
| SEC # | 801-114377 |
| CIK # | 0001765536, 0000811808 |
| AUM | $22.5 B (2026-03-17) |
| Employees | 490 (44% Investors, 27% Brokers) |
| Phone | 973-285-3600 |
| Address | 4 Campus Drive Parsippany, NJ 07054 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Palantir Technologies Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13,243 | 5.9 |
| (b) Individuals (high net worth individuals) | 2,417 | 14.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 452 | 2.5 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 36,236 | 22.5 |
| By Discretionary | ||
| Discretionary | 24,683 | 12.2 |
| Non-Discretionary | 11,553 | 10.2 |
| Total | 36,236 | 22.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 22.4 | |
| Total | 36,236 | 22.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000811808] | |
| 10-Q | [0000811808] | |
| 13F-HR | [0000811808] | |
| 3 | [0000811808] | |
| 4 | [0000811808] | |
| 5 | [0000811808] | |
| 8-K | [0000811808] | |
| D | [0000811808] | |
| SC 13D | [0000811808] | |
| SC 13G | [0000811808] | |
| 13F-HR | [0001765536] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
T Rowe Price Japan Inc
✚
|
24.1 | |
|
Fund Evaluation Group LLC
✚
|
OH | 23.9 |
|
Stonehage Fleming Investment Management Limited
✚
|
23.8 | |
|
Wasatch Advisors LP
✚
|
UT | 23.3 |
|
Belle Haven Investments LP
✚
|
NY | 23.3 |
|
Johnson Investment Counsel Inc
✚
|
OH | 23.0 |
|
Vident Advisory LLC
✚
|
GA | 22.0 |
|
Lincoln Investment Planning LLC
✚
|
PA | 22.0 |
|
Edgewood Management LLC
✚
|
CT | 21.5 |
|
Highland Associates Inc
✚
|
AL | 21.0 |