# BLUE SUMMIT FINANCIAL GROUP, INC.

BLUE SUMMIT FINANCIAL GROUP, INC. of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 148782
- Type: SEC-registered investment adviser
- SEC file number: 801-117302
- Location: 4660 LA JOLLA VILLAGE DRIVE, SUITES 100 & 200, SAN DIEGO, CA, 92122
- Phone: 619-698-4330
- Latest filing: 2026-07-10
- Regulatory AUM: $211.4M
- Discretionary AUM: $211.4M
- Clients: 2
- Accounts: 630

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Allen Bradley Trim | PARTNER / CHIEF COMPLIANCE OFFICER | — |
| Robert Gordon Seid | PARTNER/CO-OWNER | — |
| SEID JUDITH LYNN | PARTNER; PRESIDENT | — |
| TRIM ALLEN BRADLEY | CHIEF COMPLIANCE OFFICER; PARTNER / CHIEF COMPLIANCE OFFICER | — |
| SEID ROBERT GORDON | PARTNER/CO-OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148782/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148782/similar
- Related entities: https://search.stillhousedata.com/firm/148782/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148782

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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.