# SUMMIT CPA GROUP, LLC

SUMMIT CPA GROUP, LLC of FORT WAYNE, IN is an SEC-registered investment adviser.

## Registration

- CRD: 156195
- Type: SEC-registered investment adviser
- SEC file number: 801-72245
- Location: 9815 DAWSON'S CREEK BLVD, FORT WAYNE, IN, 46825
- Phone: 260-497-9761
- Latest filing: 2012-06-12
- Regulatory AUM: $41.0M
- Discretionary AUM: $41.0M
- Clients: 1
- Accounts: 130

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| SKINNER C RICK | CHIEF COMPLIANCE OFFICER | — |
| SKINNER CHARLES RICKY | CHIEF COMPLIANCE OFFICER | — |
| GRUNDEN JODY ALLEN | MANAGING MEMBER; MEMBER | — |
| HALE GABRIEL ADAM | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156195/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156195/similar
- Related entities: https://search.stillhousedata.com/firm/156195/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156195

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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.