# SUMMIT GLOBAL INVESTMENTS, LLC

SUMMIT GLOBAL INVESTMENTS, LLC of BOUNTIFUL, UT is an SEC-registered investment adviser.

## Registration

- CRD: 157091
- Type: SEC-registered investment adviser
- SEC file number: 801-76631
- Location: 620 SOUTH MAIN STREET, BOUNTIFUL, UT, 84010
- Phone: 888-251-4847
- Latest filing: 2026-06-24
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.3B
- Clients: 37
- Accounts: 10,822

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| David Lee Harden | CEO; PRESIDENT | — |
| Jennifer Harden | MEMBER | — |
| John Lore | CHIEF COMPLIANCE OFFICER | Bountiful, UT |
| Elisha Rochelle Werner | CHIEF COMPLIANCE OFFICER | — |
| CHRISTENSEN KYLE C | MEMBER | — |
| KENISON MARK LYNN | CHIEF COMPLIANCE OFFICER; OWNER; MEMBER | — |
| TULL ROBERT STANLEY | CHIEF COMPLIANCE OFFICER | — |
| HARDEN DAVID LEE | CEO; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; CHIEF EXECUTIVE OFFICER; OWNER (+2 more) | — |
| SUTTON BRYCE JAY | CHIEF COMPLIANCE OFFICER; OWNER; CHIEF OFFICER; DIRECTOR OF SALES; OWNER (+1 more) | — |
| MIRANDA ROGER ADRIAN | CHIEF COMPLIANCE OFFICER | — |
| HARDEN JENNIFER | MEMBER | — |
| JASTER RICK C | SENIOR PORTFOLIO MANAGER | — |
| CHRISTENSEN LAURITZ CROOKSTON | MEMBER; PRESIDENT | — |
| JASTER RICK CAMERON | SENIOR PORTFOLIO MANAGER | — |
| Moscony Janaya | CHIEF COMPLIANCE OFFICER | — |
| Messel Brent Gregory | CHIEF COMPLIANCE OFFICER | — |
| THAWLEY RICHARD LEE | CO-TRUSTEE | — |
| THAWLEY CYNTHIA ANN | CO-TRUSTEE | — |
| christensen sharron daisy | SECRETARY | — |
| Christensen Mikkel Lauritz | SHAREHOLDER | — |
| DOANE CARL | CHIEF COMPLIANCE OFFICER | — |
| WERNER ELISHA ROCHELLE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157091/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157091/similar
- Related entities: https://search.stillhousedata.com/firm/157091/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157091

---

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.