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SUMMIT ASSET MANAGEMENT LLC

SEC Form ADV profile.

Total regulatory AUM
$1,079,755,571
Discretionary
$966,146,761
Non-discretionary
$113,608,810

Firm details

CRD number
109606
SEC file number
801-56221
Main office
MEMPHIS, TN, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Hourly

As of October 2026.