Summit Financial Group, LLC

Public-record details

Address

325 W 9th Street Ne, Rome, GA 30165

Phone

(706) 291-9966

Listed under

Hourly fees, % of assets managed

CRD number

125144

Registration

State registered: GA

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$22.6 million

Accounts managed

116

Clients reported (Form ADV 5.D)

76

Individual / high-net-worth clients

66 / 10

Employees

3

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-09-10

State registered (GA) investment adviser, CRD 125144, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 125144 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.