RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Tennessee
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 14, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
ADLER, PEGGY, KRIGERICHIEF ADMINISTRATIVE OFFICERNA
ADLER, PEGGY, KRIGERICOMPLIANCE OFFICERNA
JONES, FRANK, AUBREYIPRESIDENTNA Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMANNA
THOMPSON, SAMUEL, ALEXANDERICHAIRMANNA
THOMPSON, SAMUEL, ALEXANDERICHAIRMANNA
THOMPSON, SAMUEL, ALEXANDERICHAIRMANNA
THOMPSON, SAMUEL, ALEXANDERICHAIRMANNA
THOMPSON, SAMUEL, ALEXANDERICHAIRMANNA
THOMPSON, SAMUEL, ALEXANDERICHAIRMANNA
THOMPSON, SAMUEL, ALEXANDERICHAIRMANNA
THOMPSON, SAMUEL, ALEXANDERICHAIRMANNA
THOMPSON, SAMUEL, ALEXANDERICHAIRMANNA
THOMPSON, SAMUEL, ALEXANDERICHAIRMANNA
THOMPSON, SAMUEL, ALEXANDERICHAIRMANNA
THOMPSON, SAMUEL, ALEXANDERICHAIRMANNA
WIDOM CAPITAL, INC.DEOWNERNA
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERD Control
HOLLINGSWORTH, LANCE, WAYNEICHIEF INVESTMENT OFFICER, TREASURERC Control
HOLLINGSWORTH, LANCE, WAYNEICHIEF INVESTMENT OFFICER, TREASURERC Control
HOLLINGSWORTH, LANCE, WAYNEICHIEF INVESTMENT OFFICER, TREASURERC Control
HOLLINGSWORTH, LANCE, WAYNEICHIEF INVESTMENT OFFICER, TREASURERC Control
HOLLINGSWORTH, LANCE, WAYNEICHIEF INVESTMENT OFFICER, TREASURERC Control
HOLLINGSWORTH, LANCE, WAYNEICHIEF INVESTMENT OFFICER, TREASURERC Control
HOLLINGSWORTH, LANCE, WAYNEICHIEF INVESTMENT OFFICER, TREASURERC Control
HOLLINGSWORTH, LANCE, WAYNEICHIEF INVESTMENT OFFICER, TREASURERC Control
HOLLINGSWORTH, LANCE, WAYNEICHIEF INVESTMENT OFFICER, TREASURERC Control
HOLLINGSWORTH, LANCE, WAYNEICHIEF INVESTMENT OFFICER, TREASURERC Control
HOLLINGSWORTH, LANCE, WAYNEICHIEF INVESTMENT OFFICER, TREASURERC Control
HOLLINGSWORTH, LANCE, WAYNEICHIEF INVESTMENT OFFICER, TREASURERC Control
HOLLINGSWORTH, LANCE, WAYNEICHIEF INVESTMENT OFFICER, TREASURERC Control
LAUGHLIN, JOHN, NORFLEETICHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
LAUGHLIN, JOHN, NORFLEETICHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
LAUGHLIN, JOHN, NORFLEETICHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
LAUGHLIN, JOHN, NORFLEETICHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
LAUGHLIN, JOHN, NORFLEETICHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
LAUGHLIN, JOHN, NORFLEETICHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
LAUGHLIN, JOHN, NORFLEETICHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
LAUGHLIN, JOHN, NORFLEETICHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
LAUGHLIN, JOHN, NORFLEETICHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
LAUGHLIN, JOHN, NORFLEETICHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
LAUGHLIN, JOHN, NORFLEETICHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
LAUGHLIN, JOHN, NORFLEETICHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
LAUGHLIN, JOHN, NORFLEETICHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
RHEA, STEPHEN, HERBERTICO-CHIEF MANAGER/SECRETARY/CHIEF COMPLIANCE OFFICERC Control
RHEA, STEPHEN, HERBERTICO-CHIEF MANAGER/SECRETARY/CHIEF COMPLIANCE OFFICERC Control
RHEA, STEPHEN, HERBERTICO-CHIEF MANAGER/SECRETARY/CHIEF COMPLIANCE OFFICERC Control
RHEA, STEPHEN, HERBERTICO-PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
RHEA, STEPHEN, HERBERTICO-PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
RHEA, STEPHEN, HERBERTICO-PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
RHEA, STEPHEN, HERBERTISR. VICE PRESIDENT/SECRETARYC Control
RHEA, STEPHEN, HERBERTICO-CHIEF MANAGER/SECRETARY/CHIEF COMPLIANCE OFFICERC Control
RHEA, STEPHEN, HERBERTISR. VICE PRESIDENT/SECRETARYC Control
RHEA, STEPHEN, HERBERTICO-PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
RHEA, STEPHEN, HERBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
RHEA, STEPHEN, HERBERTIPRESIDENTC Control
RHEA, STEPHEN, HERBERTIPRESIDENTC Control
THOMPSON, SAMUEL, ALEXANDERICHIEF MANAGER/TREASURERC Control
THOMPSON, SAMUEL, ALEXANDERICHIEF MANAGER/TREASURERC Control
THOMPSON, SAMUEL, ALEXANDERICO-CHIEF MANAGER/TREASURERC Control
THOMPSON, SAMUEL, ALEXANDERICO-PRESIDENT/TREASURERC Control
THOMPSON, SAMUEL, ALEXANDERICO-PRESIDENT/TREASURERC Control
THOMPSON, SAMUEL, ALEXANDERICO-PRESIDENT/TREASURERC Control
THOMPSON, SAMUEL, ALEXANDERIPRESIDENT (EFF.1/04)/TREASURERC Control
THOMPSON, SAMUEL, ALEXANDERICO-PRESIDENT/TREASURERC Control
THOMPSON, SAMUEL, ALEXANDERISR. VICE PRESIDENT/TREASURERC Control
THOMPSON, SAMUEL, ALEXANDERICO-PRESIDENT/TREASURERC Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURERC Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERC Control
THOMPSON, SAMUEL, ALEXANDERICHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICERC Control
ADLER, PEGGY, KRIGERISENIOR VICE PRESIDENTB
ADLER, PEGGY, KRIGERISENIOR VICE PRESIDENTB
ADLER, PEGGY, KRIGERISENIOR VICE PRESIDENTB
ADLER, PEGGY, KRIGERISENIOR VICE PRESIDENTB
ADLER, PEGGY, KRIGERISENIOR VICE PRESIDENTB
ADLER, PEGGY, KRIGERISENIOR VICE PRESIDENTB
ADLER, PEGGY, KRIGERISENIOR VICE PRESIDENTB
ADLER, PEGGY, KRIGERISENIOR VICE PRESIDENTB
ADLER, PEGGY, KRIGERISENIOR VICE PRESIDENTB
ADLER, PEGGY, KRIGERISENIOR VICE PRESIDENTB
ADLER, PEGGY, KRIGERISENIOR VICE PRESIDENTB
ADLER, PEGGY, KRIGERISENIOR VICE PRESIDENTB
ADLER, PEGGY, KRIGERISENIOR VICE PRESIDENTB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEIVICE PRESIDENTB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEIVICE PRESIDENTB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
HOLLINGSWORTH, LANCE, WAYNEISENIOR VICE PRESIDENT, TRADING AND OPERATIONSB
LAUGHLIN, JOHN, NORFLEETISHAREHOLDERB
LAUGHLIN, JOHN, NORFLEETISHAREHOLDERB
LAUGHLIN, JOHN, NORFLEETISHAREHOLDERB
LAUGHLIN, JOHN, NORFLEETISENIOR VICE PRESIDENTB
LAUGHLIN, JOHN, NORFLEETISHAREHOLDERB
LAUGHLIN, JOHN, NORFLEETISHAREHOLDERB
LAUGHLIN, JOHN, NORFLEETISHAREHOLDERB
LAUGHLIN, JOHN, NORFLEETISENIOR VICE PRESIDENTB
LAUGHLIN, JOHN, NORFLEETISENIOR VICE PRESIDENTB
LAUGHLIN, JOHN, NORFLEETISENIOR VICE PRESIDENTB
LAUGHLIN, JOHN, NORFLEETISENIOR VICE PRESIDENTB
LAUGHLIN, JOHN, NORFLEETISENIOR VICE PRESIDENTB
LAUGHLIN, JOHN, NORFLEETISENIOR VICE PRESIDENTB
LAUGHLIN, JOHN, NORFLEETISENIOR VICE PRESIDENTB
LAUGHLIN, JOHN, NORFLEETISENIOR VICE PRESIDENTB
LAUGHLIN, JOHN, NORFLEETISENIOR VICE PRESIDENTB
LAUGHLIN, JOHN, NORFLEETISENIOR VICE PRESIDENTB
LAUGHLIN, JOHN, NORFLEETISENIOR VICE PRESIDENTB
LAUGHLIN, JOHN, NORFLEETISENIOR VICE PRESIDENTB
LAUGHLIN, JOHN, NORFLEETISENIOR VICE PRESIDENTB
LAUGHLIN, JOHN, NORFLEETISHAREHOLDERA
LAUGHLIN, JOHN, NORFLEETISHAREHOLDERA
LAUGHLIN, JOHN, NORFLEETISHAREHOLDERA
LAUGHLIN, JOHN, NORFLEETISHAREHOLDERA
LAUGHLIN, JOHN, NORFLEETISHAREHOLDERA
LAUGHLIN, JOHN, NORFLEETISHAREHOLDERA
LAUGHLIN, JOHN, NORFLEETISHAREHOLDERA
LAUGHLIN, JOHN, NORFLEETISHAREHOLDERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
JONES, FRANK, AUBREYIWIDOM CAPITAL, INC.E Control

Registrations

Federal

IA
Oct 14, 2025 REGISTERED

Notice Filings (12)

AL AR CA FL LA MS NC OR SC TN TX VT

Address

5100 WHEELIS DRIVE
SUITE 107
MEMPHIS, TN 38117
United States
Phone: 901-729-8100