SUMMIT INVESTMENT GROUP, LLC
CRD #142452 SEC #801-67315 TULSA, OK 918-477-7227
SEC Registered
Total AUM
$22.8M
Discretionary
$16.2M
Employees
1
Clients
1
Accounts
148
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 25, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CB WILSON LLC | DE | GENERAL PARTNER | E | Control |
| CB WILSON LLC | DE | GENERAL PARTNER | E | Control |
| CB WILSON LLC | DE | GENERAL PARTNER | E | Control |
| CB WILSON LLC | DE | GENERAL PARTNER | E | Control |
| CB WILSON LLC | DE | GENERAL PARTNER | E | Control |
| CB WILSON LLC | DE | GENERAL PARTNER | E | Control |
| WILSON, CURTIS, BRIAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILSON, CURTIS, BRIAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILSON, CURTIS, BRIAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILSON, CURTIS, BRIAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILSON, CURTIS, BRIAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILSON, CURTIS, BRIAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILSON, CURTIS, BRIAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILSON, CURTIS, BRIAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILSON, CURTIS, BRIAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILSON, CURTIS, BRIAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILSON, SYDNEY, DIANE | I | MEMBER | C | Control |
| WILSON, SYDNEY, DIANE | I | MEMBER | C | Control |
| WILSON, SYDNEY, DIANE | I | MEMBER | C | Control |
| WILSON, SYDNEY, DIANE | I | MEMBER | C | Control |
| WILSON, SYDNEY, DIANE | I | MEMBER | C | Control |
| WILSON, SYDNEY, DIANE | I | MEMBER | C | Control |
| WILSON, SYDNEY, DIANE | I | MEMBER | C | Control |
| WILSON, SYDNEY, DIANE | I | MEMBER | C | Control |
| WILSON, SYDNEY, DIANE | I | MEMBER | C | Control |
| WILSON, SYDNEY, DIANE | I | MEMBER | C | Control |
| WILSON, CURTIS, BRIAN | I | LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER | A | Control |
| WILSON, CURTIS, BRIAN | I | LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER | A | Control |
| WILSON, CURTIS, BRIAN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | A | Control |
| WILSON, CURTIS, BRIAN | I | LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER | A | Control |
| WILSON, CURTIS, BRIAN | I | LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER | A | Control |
| WILSON, CURTIS, BRIAN | I | LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WILSON, CURTIS, BRIAN | I | CB WILSON LLC | E | Control |
| WILSON, CURTIS, BRIAN | I | CB WILSON LLC | E | Control |
| WILSON, CURTIS, BRIAN | I | CB WILSON LLC | E | Control |
| WILSON, CURTIS, BRIAN | I | CB WILSON LLC | E | Control |
| WILSON, CURTIS, BRIAN | I | CB WILSON LLC | E | Control |
| WILSON, CURTIS, BRIAN | I | CB WILSON LLC | E | Control |
Registrations
Federal
IA
Jun 25, 2012 REGISTERED
Notice Filings (7)
CO FL KS NY OK TX VA
Address
11733 SOUTH SANDUSKY AVE.TULSA, OK 74137
United States
Phone: 918-477-7227