SUMMIT FINANCIAL GROUP, LLC

SUMMIT FINANCIAL GROUP, LLC of ROME, GA is an SEC-registered investment adviser (CRD 125144). Regulatory assets under management: $22.6M.

Registration

• CRD: 125144
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125144 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search