# SUMMIT WEALTH GROUP LLC

SUMMIT WEALTH GROUP LLC of EXETER, NH is an SEC-registered investment adviser.

## Registration

- CRD: 282205
- Type: SEC-registered investment adviser
- SEC file number: 801-107026
- Location: 20B HAMPTON ROAD, EXETER, NH, 03833
- Phone: 802-295-5300
- Latest filing: 2026-03-11
- Regulatory AUM: $761.9M
- Discretionary AUM: $753.2M
- Non-discretionary AUM: $8.7M
- Clients: 10
- Accounts: 1,445

## Business model

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

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Colt Hartman | PRINCIPAL | — |
| Abigail Lechthaler Hurlburt | PRINCIPAL | — |
| Erik Matthew Potts | MANAGING MEMBER; PRINCIPAL | — |
| Erik Randall | CCO | AUSTIN, TX |
| ISDANER CODY CHARLES | MANAGING MEMBER/CCO | — |
| HARTMAN THOMAS COLT | PRINCIPAL/CCO | — |
| WAGNER THOMAS GATES | PRINCIPAL | — |
| HURLBURT ABIGAIL LECHTHALER | PRINCIPAL | — |
| POTTS ERIK MATTHEW | PRINCIPAL | — |
| Abigail Hurlburt | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282205/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282205/similar
- Related entities: https://search.stillhousedata.com/firm/282205/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282205

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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.