SUMMIT FINANCIAL GROUP INC
CRD #109485 SEC #801-56645 BOCA RATON, FL 561-338-2600
SEC Registered Disclosures
Total AUM
$4.5B
Discretionary
$2.3B
Employees
324
Clients
251
Accounts
18,220
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $4.5B | $2.3B | $2.2B | 324 | 276 |
| Mar 2021 | $4.5B | $2.3B | $2.2B | 324 | 276 |
| Dec 2020 | $3.6B | $1.2B | $2.4B | 342 | 195 |
| Dec 2020 | $3.6B | $1.2B | $2.4B | 342 | 195 |
| Dec 2020 | $3.6B | $1.2B | $2.4B | 342 | 195 |
| Aug 2020 | $3.6B | $1.2B | $2.4B | 342 | 195 |
| Jul 2020 | $3.6B | $1.2B | $2.4B | 342 | 195 |
| Jul 2020 | $3.6B | $1.2B | $2.4B | 342 | 195 |
| Jun 2020 | $3.6B | $1.2B | $2.4B | 342 | 195 |
| Apr 2020 | $3.6B | $1.2B | $2.4B | 342 | 195 |
| Mar 2020 | $3.6B | $1.2B | $2.4B | 342 | 195 |
| Oct 2019 | $2.9B | $916M | $2B | 353 | 215 |
| Aug 2019 | $2.9B | $916M | $2B | 353 | 215 |
| Jul 2019 | $2.9B | $916M | $2B | 353 | 215 |
| Apr 2019 | $2.9B | $916M | $2B | 353 | 215 |
| Apr 2019 | $2.9B | $916M | $2B | 353 | 215 |
| Mar 2019 | $2.9B | $916M | $2B | 353 | 215 |
| Jan 2019 | $3.3B | $888.1M | $2.5B | 374 | 0 |
| Oct 2018 | $3.3B | $888.1M | $2.5B | 374 | 0 |
| Aug 2018 | $3.3B | $888.1M | $2.5B | 374 | 0 |
| Mar 2018 | $3.3B | $888.1M | $2.5B | 374 | 0 |
| Dec 2017 | $3.8B | $809.4M | $3B | 423 | 0 |
| Aug 2017 | $3.8B | $809.4M | $3B | 423 | 19,800 |
| Mar 2017 | $3.8B | $809.4M | $3B | 423 | 19,800 |
| Feb 2017 | $1.7B | $348.6M | $1.3B | 400 | 6,500 |
| Dec 2016 | $1.7B | $348.6M | $1.3B | 400 | 6,500 |
| Dec 2016 | $1.7B | $348.6M | $1.3B | 400 | 6,500 |
| Sep 2016 | $1.7B | $348.6M | $1.3B | 294 | 6,500 |
| Jul 2016 | $1.7B | $348.6M | $1.3B | 294 | 6,500 |
| Jul 2016 | $1.7B | $348.6M | $1.3B | 294 | 6,500 |
| Jun 2016 | $1.7B | $348.6M | $1.3B | 294 | 6,500 |
| Jun 2016 | $1.7B | $348.6M | $1.3B | 294 | 6,500 |
| May 2016 | $1.7B | $348.6M | $1.3B | 294 | 6,500 |
| May 2016 | $1.7B | $348.6M | $1.3B | 294 | 6,500 |
| Apr 2016 | $1.7B | $348.6M | $1.3B | 294 | 6,500 |
| Apr 2016 | $1.7B | $348.6M | $1.3B | 294 | 6,500 |
| Apr 2016 | $1.7B | $348.6M | $1.3B | 294 | 6,500 |
| Mar 2016 | $1.7B | $348.6M | $1.3B | 60 | 6,500 |
| Mar 2016 | $1.7B | $348.6M | $1.3B | 60 | 6,500 |
| Feb 2016 | $1.6B | $313.3M | $1.3B | 60 | 6,400 |
| Jan 2016 | $1.6B | $313.3M | $1.3B | 60 | 6,400 |
| Aug 2015 | $1.6B | $313.3M | $1.3B | 60 | 6,400 |
| Jun 2015 | $1.6B | $313.3M | $1.3B | 60 | 6,400 |
| Mar 2015 | $1.6B | $313.3M | $1.3B | 60 | 6,400 |
| Dec 2014 | $1.4B | $281.7M | $1.1B | 60 | 6,400 |
| Mar 2014 | $1.4B | $281.7M | $1.1B | 60 | 6,400 |
| Oct 2013 | $1.2B | $247.4M | $955.2M | 60 | 5,600 |
| Mar 2013 | $1.2B | $247.4M | $955.2M | 60 | 5,600 |
| Nov 2012 | $988.1M | $375.6M | $612.5M | 60 | 5,600 |
| Mar 2012 | $988.1M | $375.6M | $612.5M | 51 | 5,600 |
| Jul 2011 | $918.3M | $182.9M | $735.4M | 51 | -- |
| Jun 2011 | $918.3M | $182.9M | $735.4M | 51 | -- |
| May 2011 | $918.3M | $182.9M | $735.4M | 51 | -- |
| May 2011 | $918.3M | $182.9M | $735.4M | 51 | -- |
| Apr 2011 | $918.3M | $182.9M | $735.4M | 51 | -- |
| Mar 2011 | $918.3M | $182.9M | $735.4M | 51 | -- |
| Jan 2011 | $700.9M | $618.6M | $82.4M | 51 | -- |
| Sep 2010 | $700.9M | $618.6M | $82.4M | 51 | -- |
| Sep 2010 | $700.9M | $618.6M | $82.4M | 51 | -- |
| Aug 2010 | $700.9M | $618.6M | $82.4M | 51 | -- |
| Aug 2010 | $700.9M | $618.6M | $82.4M | 51 | -- |
| May 2010 | $700.9M | $618.6M | $82.4M | 51 | -- |
| Mar 2010 | $700.9M | $618.6M | $82.4M | 51 | -- |
| Mar 2010 | $300.3M | $34.4M | $266M | 51 | -- |
| Apr 2009 | $300.3M | $34.4M | $266M | 51 | -- |
| Apr 2009 | $300.3M | $34.4M | $266M | 51 | -- |
| Jan 2009 | $361.8M | $43.5M | $318.3M | 51 | -- |
| Sep 2007 | $157.3M | $70.7M | $86.6M | 51 | -- |
| Aug 2007 | $157.3M | $70.7M | $86.6M | 51 | -- |
| May 2007 | $157.3M | $70.7M | $86.6M | 51 | -- |
| Mar 2007 | $157.3M | $70.7M | $86.6M | 51 | -- |
| Mar 2006 | $86.9M | $46.2M | $40.7M | 51 | -- |
| Feb 2006 | $69.4M | $0 | $69.4M | 51 | -- |
| Dec 2005 | $69.4M | $0 | $69.4M | 51 | -- |
| Nov 2005 | $69.4M | $0 | $69.4M | 51 | -- |
| Oct 2005 | $69.4M | $0 | $69.4M | 51 | -- |
| Jun 2005 | $69.4M | $0 | $69.4M | 51 | -- |
| May 2004 | $49.7M | $49.7M | $0 | 51 | -- |
| Mar 2004 | $49.7M | $49.7M | $0 | 51 | -- |
| Jan 2004 | $28.9M | $28.9M | $0 | -- | -- |
| Mar 2002 | $28.9M | $28.9M | $0 | -- | -- |
| Oct 2001 | $26.5M | $26.5M | $0 | -- | -- |
DateApr 2021
Total AUM$4.5B
Discretionary$2.3B
Non-Disc.$2.2B
Employees324
Clients276
DateMar 2021
Total AUM$4.5B
Discretionary$2.3B
Non-Disc.$2.2B
Employees324
Clients276
DateDec 2020
Total AUM$3.6B
Discretionary$1.2B
Non-Disc.$2.4B
Employees342
Clients195
DateDec 2020
Total AUM$3.6B
Discretionary$1.2B
Non-Disc.$2.4B
Employees342
Clients195
DateDec 2020
Total AUM$3.6B
Discretionary$1.2B
Non-Disc.$2.4B
Employees342
Clients195
DateAug 2020
Total AUM$3.6B
Discretionary$1.2B
Non-Disc.$2.4B
Employees342
Clients195
DateJul 2020
Total AUM$3.6B
Discretionary$1.2B
Non-Disc.$2.4B
Employees342
Clients195
DateJul 2020
Total AUM$3.6B
Discretionary$1.2B
Non-Disc.$2.4B
Employees342
Clients195
DateJun 2020
Total AUM$3.6B
Discretionary$1.2B
Non-Disc.$2.4B
Employees342
Clients195
DateApr 2020
Total AUM$3.6B
Discretionary$1.2B
Non-Disc.$2.4B
Employees342
Clients195
DateMar 2020
Total AUM$3.6B
Discretionary$1.2B
Non-Disc.$2.4B
Employees342
Clients195
DateOct 2019
Total AUM$2.9B
Discretionary$916M
Non-Disc.$2B
Employees353
Clients215
DateAug 2019
Total AUM$2.9B
Discretionary$916M
Non-Disc.$2B
Employees353
Clients215
DateJul 2019
Total AUM$2.9B
Discretionary$916M
Non-Disc.$2B
Employees353
Clients215
DateApr 2019
Total AUM$2.9B
Discretionary$916M
Non-Disc.$2B
Employees353
Clients215
DateApr 2019
Total AUM$2.9B
Discretionary$916M
Non-Disc.$2B
Employees353
Clients215
DateMar 2019
Total AUM$2.9B
Discretionary$916M
Non-Disc.$2B
Employees353
Clients215
DateJan 2019
Total AUM$3.3B
Discretionary$888.1M
Non-Disc.$2.5B
Employees374
Clients0
DateOct 2018
Total AUM$3.3B
Discretionary$888.1M
Non-Disc.$2.5B
Employees374
Clients0
DateAug 2018
Total AUM$3.3B
Discretionary$888.1M
Non-Disc.$2.5B
Employees374
Clients0
DateMar 2018
Total AUM$3.3B
Discretionary$888.1M
Non-Disc.$2.5B
Employees374
Clients0
DateDec 2017
Total AUM$3.8B
Discretionary$809.4M
Non-Disc.$3B
Employees423
Clients0
DateAug 2017
Total AUM$3.8B
Discretionary$809.4M
Non-Disc.$3B
Employees423
Clients19,800
DateMar 2017
Total AUM$3.8B
Discretionary$809.4M
Non-Disc.$3B
Employees423
Clients19,800
DateFeb 2017
Total AUM$1.7B
Discretionary$348.6M
Non-Disc.$1.3B
Employees400
Clients6,500
DateDec 2016
Total AUM$1.7B
Discretionary$348.6M
Non-Disc.$1.3B
Employees400
Clients6,500
DateDec 2016
Total AUM$1.7B
Discretionary$348.6M
Non-Disc.$1.3B
Employees400
Clients6,500
DateSep 2016
Total AUM$1.7B
Discretionary$348.6M
Non-Disc.$1.3B
Employees294
Clients6,500
DateJul 2016
Total AUM$1.7B
Discretionary$348.6M
Non-Disc.$1.3B
Employees294
Clients6,500
DateJul 2016
Total AUM$1.7B
Discretionary$348.6M
Non-Disc.$1.3B
Employees294
Clients6,500
DateJun 2016
Total AUM$1.7B
Discretionary$348.6M
Non-Disc.$1.3B
Employees294
Clients6,500
DateJun 2016
Total AUM$1.7B
Discretionary$348.6M
Non-Disc.$1.3B
Employees294
Clients6,500
DateMay 2016
Total AUM$1.7B
Discretionary$348.6M
Non-Disc.$1.3B
Employees294
Clients6,500
DateMay 2016
Total AUM$1.7B
Discretionary$348.6M
Non-Disc.$1.3B
Employees294
Clients6,500
DateApr 2016
Total AUM$1.7B
Discretionary$348.6M
Non-Disc.$1.3B
Employees294
Clients6,500
DateApr 2016
Total AUM$1.7B
Discretionary$348.6M
Non-Disc.$1.3B
Employees294
Clients6,500
DateApr 2016
Total AUM$1.7B
Discretionary$348.6M
Non-Disc.$1.3B
Employees294
Clients6,500
DateMar 2016
Total AUM$1.7B
Discretionary$348.6M
Non-Disc.$1.3B
Employees60
Clients6,500
DateMar 2016
Total AUM$1.7B
Discretionary$348.6M
Non-Disc.$1.3B
Employees60
Clients6,500
DateFeb 2016
Total AUM$1.6B
Discretionary$313.3M
Non-Disc.$1.3B
Employees60
Clients6,400
DateJan 2016
Total AUM$1.6B
Discretionary$313.3M
Non-Disc.$1.3B
Employees60
Clients6,400
DateAug 2015
Total AUM$1.6B
Discretionary$313.3M
Non-Disc.$1.3B
Employees60
Clients6,400
DateJun 2015
Total AUM$1.6B
Discretionary$313.3M
Non-Disc.$1.3B
Employees60
Clients6,400
DateMar 2015
Total AUM$1.6B
Discretionary$313.3M
Non-Disc.$1.3B
Employees60
Clients6,400
DateDec 2014
Total AUM$1.4B
Discretionary$281.7M
Non-Disc.$1.1B
Employees60
Clients6,400
DateMar 2014
Total AUM$1.4B
Discretionary$281.7M
Non-Disc.$1.1B
Employees60
Clients6,400
DateOct 2013
Total AUM$1.2B
Discretionary$247.4M
Non-Disc.$955.2M
Employees60
Clients5,600
DateMar 2013
Total AUM$1.2B
Discretionary$247.4M
Non-Disc.$955.2M
Employees60
Clients5,600
DateNov 2012
Total AUM$988.1M
Discretionary$375.6M
Non-Disc.$612.5M
Employees60
Clients5,600
DateMar 2012
Total AUM$988.1M
Discretionary$375.6M
Non-Disc.$612.5M
Employees51
Clients5,600
DateJul 2011
Total AUM$918.3M
Discretionary$182.9M
Non-Disc.$735.4M
Employees51
Clients--
DateJun 2011
Total AUM$918.3M
Discretionary$182.9M
Non-Disc.$735.4M
Employees51
Clients--
DateMay 2011
Total AUM$918.3M
Discretionary$182.9M
Non-Disc.$735.4M
Employees51
Clients--
DateMay 2011
Total AUM$918.3M
Discretionary$182.9M
Non-Disc.$735.4M
Employees51
Clients--
DateApr 2011
Total AUM$918.3M
Discretionary$182.9M
Non-Disc.$735.4M
Employees51
Clients--
DateMar 2011
Total AUM$918.3M
Discretionary$182.9M
Non-Disc.$735.4M
Employees51
Clients--
DateJan 2011
Total AUM$700.9M
Discretionary$618.6M
Non-Disc.$82.4M
Employees51
Clients--
DateSep 2010
Total AUM$700.9M
Discretionary$618.6M
Non-Disc.$82.4M
Employees51
Clients--
DateSep 2010
Total AUM$700.9M
Discretionary$618.6M
Non-Disc.$82.4M
Employees51
Clients--
DateAug 2010
Total AUM$700.9M
Discretionary$618.6M
Non-Disc.$82.4M
Employees51
Clients--
DateAug 2010
Total AUM$700.9M
Discretionary$618.6M
Non-Disc.$82.4M
Employees51
Clients--
DateMay 2010
Total AUM$700.9M
Discretionary$618.6M
Non-Disc.$82.4M
Employees51
Clients--
DateMar 2010
Total AUM$700.9M
Discretionary$618.6M
Non-Disc.$82.4M
Employees51
Clients--
DateMar 2010
Total AUM$300.3M
Discretionary$34.4M
Non-Disc.$266M
Employees51
Clients--
DateApr 2009
Total AUM$300.3M
Discretionary$34.4M
Non-Disc.$266M
Employees51
Clients--
DateApr 2009
Total AUM$300.3M
Discretionary$34.4M
Non-Disc.$266M
Employees51
Clients--
DateJan 2009
Total AUM$361.8M
Discretionary$43.5M
Non-Disc.$318.3M
Employees51
Clients--
DateSep 2007
Total AUM$157.3M
Discretionary$70.7M
Non-Disc.$86.6M
Employees51
Clients--
DateAug 2007
Total AUM$157.3M
Discretionary$70.7M
Non-Disc.$86.6M
Employees51
Clients--
DateMay 2007
Total AUM$157.3M
Discretionary$70.7M
Non-Disc.$86.6M
Employees51
Clients--
DateMar 2007
Total AUM$157.3M
Discretionary$70.7M
Non-Disc.$86.6M
Employees51
Clients--
DateMar 2006
Total AUM$86.9M
Discretionary$46.2M
Non-Disc.$40.7M
Employees51
Clients--
DateFeb 2006
Total AUM$69.4M
Discretionary$0
Non-Disc.$69.4M
Employees51
Clients--
DateDec 2005
Total AUM$69.4M
Discretionary$0
Non-Disc.$69.4M
Employees51
Clients--
DateNov 2005
Total AUM$69.4M
Discretionary$0
Non-Disc.$69.4M
Employees51
Clients--
DateOct 2005
Total AUM$69.4M
Discretionary$0
Non-Disc.$69.4M
Employees51
Clients--
DateJun 2005
Total AUM$69.4M
Discretionary$0
Non-Disc.$69.4M
Employees51
Clients--
DateMay 2004
Total AUM$49.7M
Discretionary$49.7M
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$49.7M
Discretionary$49.7M
Non-Disc.$0
Employees51
Clients--
DateJan 2004
Total AUM$28.9M
Discretionary$28.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$28.9M
Discretionary$28.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$26.5M
Discretionary$26.5M
Non-Disc.$0
Employees--
Clients--