# SUMMIT FINANCIAL GROUP INC

SUMMIT FINANCIAL GROUP INC of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 109485
- Type: SEC-registered investment adviser
- SEC file number: 801-56645
- Location: 595 S. FEDERAL HIGHWAY, SUITE 500, BOCA RATON, FL, 33432-5541
- Phone: 561-338-2600
- Latest filing: 2021-04-13
- Regulatory AUM: $4.5B
- Discretionary AUM: $2.3B
- Non-discretionary AUM: $2.2B
- Clients: 324
- Accounts: 18,220

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| SHELSON MARK PAUL | TREASURER | — |
| JACOBS STEVEN CRAIG | CFO; CFO, DIRECTOR; VICE PRESIDENT | — |
| LEEDS MARSHALL TODD | CEO; CEO, DIRECTOR; CHIEF EXECUTIVE OFFICER, DIRECTOR | — |
| BENTLEY GREGORY JOHN | VICE PRESIDENT | — |
| HILL MICHAEL SCOTT | CCO; CHIEF COMPLIANCE OFFICER; EVP & CHIEF COMPLIANCE OFFICER | — |
| GEORGE DAVID MICHAEL | VICE PRESIDENT | — |
| BOWMAN CHRISTOPHER JOSEPH | PRINCIPAL FINANCIAL OFFICER | — |
| HARRISON BRETT LAMAR | DIRECTOR | — |
| SMILEY STANLEY ROBERT | VICE PRESIDENT | — |
| FRAM FREDERICK GORDON | CHIEF COMPLAINCE OFFICER; CHIEF COMPLIANCE OFFICER, SECRETARY | — |
| OLSON GREGORY ALAN | ASSISTANT SECRETARY | — |
| ROSEMAN ARNOLD IRA | CHIEF COMPLIANCE OFFICER | — |
| PARKER RICHARD LINCOLN | CEO; CEO AND DIRECTOR | — |
| CAULFIELD MARK FRANCIS | S, T, CFO | — |
| CAPRILLA RONALD PETER | CHIEF OPERATIONS OFFICER | — |
| DUJOVNE MIGUEL ESTEBAN | CHIEF COMPLIANCE OFFICER | — |
| CUNDIFF JAMES AUSTIN | VICE PRESIDENT | — |
| BUSH ROBIN FRAN | CHIEF COMPLIANCE OFFICER | — |
| FENIGER DANIEL ALAN | CHIEF COMPLIANCE OFFICER; DEPUTY CHIEF COMPLIANCE OFFICER; DIRECTOR OF COMPLIANCE | — |
| NEARY JOSEPH DANIEL | DIRECTOR | — |
| RESSLER SANDER JAMES | CHIEF COMPLIANCE OFFICER | — |
| MONCHICK ARIANA NICOLE | CHIEF COMPLIANCE OFFICER, SECRETARY | — |
| MCKENNA NINA SCHLOESSER | BOARD MEMBER | — |
| BALLARD JAMES DAVID | VICE PRESIDENT | — |
| ALLEN MASON LURAY | BOARD MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109485/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109485/similar
- Related entities: https://search.stillhousedata.com/firm/109485/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109485

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.