RIA Intel›Advisers›California›BLUE SUMMIT FINANCIAL GROUP, INC.

BLUE SUMMIT FINANCIAL GROUP, INC.

Advisory

N·SAN DIEGO, CA

Data as of Jul 10, 2026 · Source: SEC Form ADV

Total AUM
$211M
1-Year AUM Growth
+13.1%
3-Year CAGR
+9.1%
Employees
2
Assets Under Management
Total AUM$211M
Discretionary AUM$211M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients230
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record25
First FilingAug 7, 2019
Latest FilingJul 10, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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