# SUMMIT FINANCIAL GROUP, LLC

SUMMIT FINANCIAL GROUP, LLC of ROME, GA is an SEC-registered investment adviser.

## Registration

- CRD: 125144
- Type: SEC-registered investment adviser
- Location: 325 W 9TH STREET NE, ROME, GA, 30165-2725
- Phone: 706-291-9966
- Latest filing: 2026-07-08
- Regulatory AUM: $22.6M
- Discretionary AUM: $22.6M
- Clients: 3
- Accounts: 116

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125144/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125144/similar
- Related entities: https://search.stillhousedata.com/firm/125144/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125144

---

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.