SUMMIT ASSET MANAGEMENT LLC
CRD #109606 SEC #801-56221 MEMPHIS, TN 901-729-8100
SEC Registered
Total AUM
$938.9M
Discretionary
$837.7M
Employees
8
Clients
0
Accounts
1,477
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $938.9M | $837.7M | $101.2M | 8 | 0 |
| Oct 2025 | $938.9M | $837.7M | $101.2M | 8 | 0 |
| Jul 2025 | $938.9M | $837.7M | $101.2M | 8 | 0 |
| Mar 2025 | $938.9M | $837.7M | $101.2M | 8 | 0 |
| Sep 2024 | $851.4M | $746.4M | $105M | 8 | 0 |
| Feb 2024 | $851.4M | $746.4M | $105M | 8 | 0 |
| Feb 2024 | $851.4M | $746.4M | $105M | 8 | 0 |
| May 2023 | $682.1M | $608.6M | $73.5M | 9 | 0 |
| Feb 2023 | $682.1M | $608.6M | $73.5M | 9 | 0 |
| Nov 2022 | $786.5M | $703.2M | $83.2M | 9 | 0 |
| Jul 2022 | $786.5M | $703.2M | $83.2M | 9 | 0 |
| Mar 2022 | $786.5M | $703.2M | $83.2M | 9 | 0 |
| Mar 2021 | $674.1M | $594.4M | $79.8M | 9 | 0 |
| Jul 2020 | $612.5M | $540.1M | $72.4M | 9 | 0 |
| Jun 2020 | $612.5M | $540.1M | $72.4M | 9 | 0 |
| Feb 2020 | $612.5M | $540.1M | $72.4M | 9 | 0 |
| Feb 2019 | $521M | $456.3M | $64.7M | 9 | 0 |
| Sep 2018 | $571.5M | $499.1M | $72.4M | 9 | 0 |
| Mar 2018 | $571.5M | $499.1M | $72.4M | 9 | 0 |
| Aug 2017 | $506.2M | $435.1M | $71.2M | 8 | 400 |
| Aug 2017 | $506.2M | $435.1M | $71.2M | 8 | 400 |
| Feb 2017 | $506.2M | $435.1M | $71.2M | 8 | 400 |
| Feb 2017 | $506.2M | $435.1M | $71.2M | 8 | 400 |
| Oct 2016 | $492.1M | $419.4M | $72.7M | 7 | 500 |
| Jun 2016 | $492.1M | $419.4M | $72.7M | 7 | 500 |
| Mar 2016 | $492.1M | $419.4M | $72.7M | 7 | 500 |
| Feb 2015 | $496M | $424.6M | $71.3M | 7 | 500 |
| Mar 2014 | $477.5M | $413.4M | $64.1M | 7 | 400 |
| Nov 2013 | $445.4M | $433.2M | $12.2M | 7 | 400 |
| Mar 2013 | $445.4M | $433.2M | $12.2M | 7 | 400 |
| Feb 2013 | $419.4M | $408.5M | $11M | 10 | 400 |
| Nov 2012 | $419.4M | $408.5M | $11M | 10 | 400 |
| Aug 2012 | $419.4M | $408.5M | $11M | 6 | 400 |
| Apr 2012 | $419.4M | $408.5M | $11M | 6 | 400 |
| Mar 2012 | $419.4M | $408.5M | $11M | 6 | 400 |
| Mar 2011 | $431.9M | $416.1M | $15.8M | 10 | -- |
| Nov 2010 | $374.4M | $353.5M | $20.9M | 10 | -- |
| Mar 2010 | $374.4M | $353.5M | $20.9M | 10 | -- |
| Mar 2009 | $334M | $282.1M | $51.9M | 10 | -- |
| Mar 2008 | $400.7M | $354.1M | $46.6M | 10 | -- |
| Mar 2007 | $308.8M | $274.1M | $34.7M | 10 | -- |
| Jan 2007 | $231.3M | $172.8M | $58.5M | 10 | -- |
| Mar 2006 | $231.3M | $172.8M | $58.5M | 10 | -- |
| Mar 2004 | $173.5M | $135.3M | $38.2M | 5 | -- |
| Mar 2002 | $139M | $103M | $36M | 5 | -- |
DateOct 2025
Total AUM$938.9M
Discretionary$837.7M
Non-Disc.$101.2M
Employees8
Clients0
DateOct 2025
Total AUM$938.9M
Discretionary$837.7M
Non-Disc.$101.2M
Employees8
Clients0
DateJul 2025
Total AUM$938.9M
Discretionary$837.7M
Non-Disc.$101.2M
Employees8
Clients0
DateMar 2025
Total AUM$938.9M
Discretionary$837.7M
Non-Disc.$101.2M
Employees8
Clients0
DateSep 2024
Total AUM$851.4M
Discretionary$746.4M
Non-Disc.$105M
Employees8
Clients0
DateFeb 2024
Total AUM$851.4M
Discretionary$746.4M
Non-Disc.$105M
Employees8
Clients0
DateFeb 2024
Total AUM$851.4M
Discretionary$746.4M
Non-Disc.$105M
Employees8
Clients0
DateMay 2023
Total AUM$682.1M
Discretionary$608.6M
Non-Disc.$73.5M
Employees9
Clients0
DateFeb 2023
Total AUM$682.1M
Discretionary$608.6M
Non-Disc.$73.5M
Employees9
Clients0
DateNov 2022
Total AUM$786.5M
Discretionary$703.2M
Non-Disc.$83.2M
Employees9
Clients0
DateJul 2022
Total AUM$786.5M
Discretionary$703.2M
Non-Disc.$83.2M
Employees9
Clients0
DateMar 2022
Total AUM$786.5M
Discretionary$703.2M
Non-Disc.$83.2M
Employees9
Clients0
DateMar 2021
Total AUM$674.1M
Discretionary$594.4M
Non-Disc.$79.8M
Employees9
Clients0
DateJul 2020
Total AUM$612.5M
Discretionary$540.1M
Non-Disc.$72.4M
Employees9
Clients0
DateJun 2020
Total AUM$612.5M
Discretionary$540.1M
Non-Disc.$72.4M
Employees9
Clients0
DateFeb 2020
Total AUM$612.5M
Discretionary$540.1M
Non-Disc.$72.4M
Employees9
Clients0
DateFeb 2019
Total AUM$521M
Discretionary$456.3M
Non-Disc.$64.7M
Employees9
Clients0
DateSep 2018
Total AUM$571.5M
Discretionary$499.1M
Non-Disc.$72.4M
Employees9
Clients0
DateMar 2018
Total AUM$571.5M
Discretionary$499.1M
Non-Disc.$72.4M
Employees9
Clients0
DateAug 2017
Total AUM$506.2M
Discretionary$435.1M
Non-Disc.$71.2M
Employees8
Clients400
DateAug 2017
Total AUM$506.2M
Discretionary$435.1M
Non-Disc.$71.2M
Employees8
Clients400
DateFeb 2017
Total AUM$506.2M
Discretionary$435.1M
Non-Disc.$71.2M
Employees8
Clients400
DateFeb 2017
Total AUM$506.2M
Discretionary$435.1M
Non-Disc.$71.2M
Employees8
Clients400
DateOct 2016
Total AUM$492.1M
Discretionary$419.4M
Non-Disc.$72.7M
Employees7
Clients500
DateJun 2016
Total AUM$492.1M
Discretionary$419.4M
Non-Disc.$72.7M
Employees7
Clients500
DateMar 2016
Total AUM$492.1M
Discretionary$419.4M
Non-Disc.$72.7M
Employees7
Clients500
DateFeb 2015
Total AUM$496M
Discretionary$424.6M
Non-Disc.$71.3M
Employees7
Clients500
DateMar 2014
Total AUM$477.5M
Discretionary$413.4M
Non-Disc.$64.1M
Employees7
Clients400
DateNov 2013
Total AUM$445.4M
Discretionary$433.2M
Non-Disc.$12.2M
Employees7
Clients400
DateMar 2013
Total AUM$445.4M
Discretionary$433.2M
Non-Disc.$12.2M
Employees7
Clients400
DateFeb 2013
Total AUM$419.4M
Discretionary$408.5M
Non-Disc.$11M
Employees10
Clients400
DateNov 2012
Total AUM$419.4M
Discretionary$408.5M
Non-Disc.$11M
Employees10
Clients400
DateAug 2012
Total AUM$419.4M
Discretionary$408.5M
Non-Disc.$11M
Employees6
Clients400
DateApr 2012
Total AUM$419.4M
Discretionary$408.5M
Non-Disc.$11M
Employees6
Clients400
DateMar 2012
Total AUM$419.4M
Discretionary$408.5M
Non-Disc.$11M
Employees6
Clients400
DateMar 2011
Total AUM$431.9M
Discretionary$416.1M
Non-Disc.$15.8M
Employees10
Clients--
DateNov 2010
Total AUM$374.4M
Discretionary$353.5M
Non-Disc.$20.9M
Employees10
Clients--
DateMar 2010
Total AUM$374.4M
Discretionary$353.5M
Non-Disc.$20.9M
Employees10
Clients--
DateMar 2009
Total AUM$334M
Discretionary$282.1M
Non-Disc.$51.9M
Employees10
Clients--
DateMar 2008
Total AUM$400.7M
Discretionary$354.1M
Non-Disc.$46.6M
Employees10
Clients--
DateMar 2007
Total AUM$308.8M
Discretionary$274.1M
Non-Disc.$34.7M
Employees10
Clients--
DateJan 2007
Total AUM$231.3M
Discretionary$172.8M
Non-Disc.$58.5M
Employees10
Clients--
DateMar 2006
Total AUM$231.3M
Discretionary$172.8M
Non-Disc.$58.5M
Employees10
Clients--
DateMar 2004
Total AUM$173.5M
Discretionary$135.3M
Non-Disc.$38.2M
Employees5
Clients--
DateMar 2002
Total AUM$139M
Discretionary$103M
Non-Disc.$36M
Employees5
Clients--