# SUMMIT ASSET MANAGEMENT LLC

SUMMIT ASSET MANAGEMENT LLC of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 109606
- Type: SEC-registered investment adviser
- SEC file number: 801-56221
- Location: 5100 WHEELIS DRIVE, SUITE 107, MEMPHIS, TN, 38117
- Phone: 901-729-8100
- Latest filing: 2026-03-16
- Regulatory AUM: $1.1B
- Discretionary AUM: $966.1M
- Non-discretionary AUM: $113.6M
- Clients: 8
- Accounts: 1,522

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Lance Wayne Hollingsworth | CHIEF INVESTMENT OFFICER, TREASURER | Memphis, TN |
| Samuel Alexander Thompson | CHAIRMAN | — |
| John Norfleet Laughlin | CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Peggy Kriger Adler | CHIEF ADMINISTRATIVE OFFICER; COMPLIANCE OFFICER; SENIOR VICE PRESIDENT | — |
| RHEA STEPHEN HERBERT | CO-CHIEF MANAGER/SECRETARY/CHIEF COMPLIANCE OFFICER; CO-PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT (+3 more) | — |
| HOLLINGSWORTH LANCE WAYNE | CHIEF INVESTMENT OFFICER, TREASURER; SENIOR VICE PRESIDENT, TRADING AND OPERATIONS; VICE PRESIDENT | — |
| THOMPSON SAMUEL ALEXANDER | CHAIRMAN; CHAIRMAN/TREASURER; CHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICER (+5 more) | — |
| JONES FRANK AUBREY | PRESIDENT | — |
| LAUGHLIN JOHN NORFLEET | CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT; SHAREHOLDER | — |
| ADLER PEGGY KRIGER | CHIEF ADMINISTRATIVE OFFICER; COMPLIANCE OFFICER; SENIOR VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109606/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109606/similar
- Related entities: https://search.stillhousedata.com/firm/109606/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109606

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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.