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SUMMIT ASSET MANAGEMENT LLC

MEMPHIS, TN · CRD 109606 · IAPD ↗ · summitassetmanagement.com · 901-729-8100

$1.08BRegulatory AUM
6Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — SUMMIT ASSET MANAGEMENT LLC crossed $1B in regulatory AUM ($938.9M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
August 2025 — SUMMIT ASSET MANAGEMENT LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.