RIA Intel›Advisers›Georgia›SUMMIT FINANCIAL GROUP, LLC

SUMMIT FINANCIAL GROUP, LLC

Advisory

ROME, GA

Data as of Jul 8, 2026 · Source: SEC Form ADV

Average account

$194K

across 116 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 8, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients76

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

76 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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