Summit Asset Management LLC
● SEC registered since 1999CRD 109606SEC# 801-56221Memphis, TN
Reg. AUM
$1.08B
Employees
8
Accounts
1,522
Location
Memphis, TN
Summit Asset Management LLC assets under management
Summit Asset Management LLC operates as an SEC-registered investment adviser based in Memphis, TN. The firm has been registered since 1999. It reports $1.1 billion in regulatory assets under management and employs 8 people.
Summit Asset Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Norfleet Laughlin Control | Chief Executive Officer, President And Chief Compliance Officer | 25-50% | 2021 |
| Lance Wayne Hollingsworth Control | Chief Investment Officer, Treasurer | 25-50% | 2021 |
| Peggy Kriger Adler | Compliance Officer | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Summit Asset Management LLC manage?
Summit Asset Management LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Summit Asset Management LLC have?
Summit Asset Management LLC reports 8 employees.
Where is Summit Asset Management LLC located?
Summit Asset Management LLC is based in Memphis, TN and has been SEC-registered since 1999.
Does Summit Asset Management LLC disclose fund performance?
Summit Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5100 Wheelis Drive, Suite 107, Memphis, TN 38117 |
| Phone | 901-729-8100 |
| Fax | 901-729-8101 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.08B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $966.1MNon-discretionary $113.6M