SUMMIT INVESTMENT MANAGEMENT, LLC

SUMMIT INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 149793). Regulatory assets under management: $21.4M.

Registration

• CRD: 149793
• Type: Registered investment adviser
• Phone: 860-389-2111
• Latest filing: 2026-04-08
• Regulatory AUM: $21.4M
• Discretionary AUM: $21.4M
• Clients: 1
• Accounts: 89

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149793 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search