CRD: 109606
Summit Asset Management LLC
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-21-1999
- Office Locations
- 2
Office Locations
About Summit Asset Management LLC
Summit Asset Management is a Memphis-based RIA providing investment management and comprehensive financial planning for individuals and families navigating retirement, estate and trust planning, charitable giving, and business transitions. The team builds diversified portfolios with asset allocation as the cornerstone of each plan, using a mix of public funds and ETFs. Custodied at Charles Schwab and supported by Envestnet/Tamarac.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
LANCE WAYNE HOLLINGSWORTH
Advisor, Chief Investment Officer, TREASURER
- CRD
- #4373723
- Ownership
- 25% but less than 50%
JOHN NORFLEET LAUGHLIN
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #2911189
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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LESLIE HILL DRUMMOND
Financial Advisor
- CRD
- #5429078
SARAH RUSSELL HAIZLIP
Financial Advisor, General Partner
- CRD
- #707644
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $966,146,761 | $677,047 |
| Non-Discretionary | $113,608,810 | $1,195,882 |
| Total | $1,079,755,571 | $709,432 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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