RIA Intel›Advisers›Wisconsin›SUMMIT FINANCIAL MANAGEMENT LLC

SUMMIT FINANCIAL MANAGEMENT LLC

Advisory

MEQUON, WI

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in WI

#300

of 354 advisers by AUM

Average account

$283K

across 230 accounts

AUM per adviser

$65M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients80

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

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

80 clients

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

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Closest by assets under management. All figures from Form ADV.

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JMR FINANCIAL GROUP, INC.

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