S
$22.6M Total AUM
$22.6M Disc. AUM
-- 3Y CAGR
3 Employees
76 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-11-2000
- Office Locations
- 1
Office Locations
325 W 9TH Street NE Rome GA
About Summit Financial Group, LLC
Summit Financial Group, LLC is a Rome-based RIA. The firm has been operating for 26 years. Managing $22.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$22.6M AVG AUM / ADVISOR
$296.8K AVG AUM / CLIENT
23.2 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES ALLISON THRELKELD
PARTNER
- CRD
- #4065073
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,553,748 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,553,748 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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