# SUMMIT FINANCIAL MANAGEMENT LLC

SUMMIT FINANCIAL MANAGEMENT LLC of MEQUON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 285353
- Type: SEC-registered investment adviser
- Location: 1001 W. GLEN OAKS LANE, MEQUON, WI, 53092
- Phone: (262) 236-5090
- Latest filing: 2026-03-02
- Regulatory AUM: $65.0M
- Discretionary AUM: $65.0M
- Clients: 1
- Accounts: 230

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285353/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285353/similar
- Related entities: https://search.stillhousedata.com/firm/285353/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285353

---

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.