Investment adviser · CRD 109485

SUMMIT FINANCIAL GROUP INC

Investment adviser filing (IA)

BOCA RATON, FL, United States · Form ADV filed Apr 13, 2021

Regulatory AUM: $4.53B
Client accounts: 18,220
Employees: 324
Advisory professionals: 294

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	16,198	$2,865,950,474	63.3%
High-net-worth individuals	1,780	$1,514,614,473	33.4%
Retirement plans	138	$58,360,732	1.3%
Corporations & businesses	64	$55,111,414	1.2%
Charities	40	$36,882,516	0.8%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 1531159 · Apr 13, 2021 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 13, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

595 S. FEDERAL HIGHWAY, SUITE 500
BOCA RATON, FL, 33432-5541, United States

CRD 109485

Filing source

Form ADV 1531159 · Apr 13, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.