SUMMIT FINANCIAL, LLC
CRD #299322 SEC #801-114377 PARSIPPANY, NJ 973-285-3600
SEC Registered
Total AUM
$15B
Discretionary
$7.4B
Employees
353
Clients
101
Accounts
22,079
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $15B | $7.4B | $7.6B | 353 | 4 |
| Jul 2025 | $15B | $7.4B | $7.6B | 353 | 4 |
| May 2025 | $15B | $7.4B | $7.6B | 353 | 4 |
| Mar 2025 | $15B | $7.4B | $7.6B | 353 | 4 |
| Mar 2025 | $11.5B | $5.6B | $5.9B | 330 | 2 |
| Dec 2024 | $11.5B | $5.6B | $5.9B | 330 | 2 |
| Oct 2024 | $8B | $3.3B | $4.7B | 236 | 2 |
| Aug 2024 | $8B | $3.3B | $4.7B | 236 | 2 |
| Jun 2024 | $8B | $3.3B | $4.7B | 236 | 2 |
| May 2024 | $8B | $3.3B | $4.7B | 236 | 2 |
| Apr 2024 | $8B | $3.3B | $4.7B | 236 | 2 |
| Mar 2024 | $8B | $3.3B | $4.7B | 236 | 2 |
| Jan 2024 | $6.2B | $2.5B | $3.7B | 226 | 3 |
| Dec 2023 | $6.2B | $2.5B | $3.7B | 226 | 3 |
| Oct 2023 | $6.2B | $2.5B | $3.7B | 226 | 3 |
| Mar 2023 | $6.2B | $2.5B | $3.7B | 226 | 3 |
| Dec 2022 | $6.5B | $2.9B | $3.6B | 222 | 5 |
| Sep 2022 | $6.5B | $2.9B | $3.6B | 222 | 5 |
| Sep 2022 | $6.5B | $2.9B | $3.6B | 222 | 5 |
| Mar 2022 | $6.5B | $2.9B | $3.6B | 222 | 5 |
| Jan 2022 | $4.1B | $1.7B | $2.5B | 185 | 66 |
| Sep 2021 | $4.1B | $1.7B | $2.5B | 185 | 66 |
| May 2021 | $4.1B | $1.7B | $2.5B | 185 | 66 |
| Apr 2021 | $4.1B | $1.7B | $2.5B | 185 | 66 |
| Mar 2021 | $4.1B | $1.7B | $2.5B | 185 | 66 |
| Oct 2020 | $3.4B | $1.5B | $2B | 185 | 76 |
| Aug 2020 | $3.4B | $1.5B | $2B | 185 | 76 |
| Apr 2020 | $3.4B | $1.5B | $2B | 185 | 76 |
| Mar 2020 | $3.4B | $1.5B | $2B | 185 | 76 |
| May 2019 | $3.1B | $1.4B | $1.7B | 195 | 61 |
| Apr 2019 | $2.8B | $1.3B | $1.6B | 195 | 61 |
| Mar 2019 | $2.8B | $1.3B | $1.6B | 195 | 61 |
| Jan 2019 | $3.1B | $1.4B | $1.6B | 206 | 363 |
| Nov 2018 | $3.1B | $1.4B | $1.6B | 206 | 363 |
| Nov 2018 | $3.1B | $1.4B | $1.6B | 206 | 363 |
DateOct 2025
Total AUM$15B
Discretionary$7.4B
Non-Disc.$7.6B
Employees353
Clients4
DateJul 2025
Total AUM$15B
Discretionary$7.4B
Non-Disc.$7.6B
Employees353
Clients4
DateMay 2025
Total AUM$15B
Discretionary$7.4B
Non-Disc.$7.6B
Employees353
Clients4
DateMar 2025
Total AUM$15B
Discretionary$7.4B
Non-Disc.$7.6B
Employees353
Clients4
DateMar 2025
Total AUM$11.5B
Discretionary$5.6B
Non-Disc.$5.9B
Employees330
Clients2
DateDec 2024
Total AUM$11.5B
Discretionary$5.6B
Non-Disc.$5.9B
Employees330
Clients2
DateOct 2024
Total AUM$8B
Discretionary$3.3B
Non-Disc.$4.7B
Employees236
Clients2
DateAug 2024
Total AUM$8B
Discretionary$3.3B
Non-Disc.$4.7B
Employees236
Clients2
DateJun 2024
Total AUM$8B
Discretionary$3.3B
Non-Disc.$4.7B
Employees236
Clients2
DateMay 2024
Total AUM$8B
Discretionary$3.3B
Non-Disc.$4.7B
Employees236
Clients2
DateApr 2024
Total AUM$8B
Discretionary$3.3B
Non-Disc.$4.7B
Employees236
Clients2
DateMar 2024
Total AUM$8B
Discretionary$3.3B
Non-Disc.$4.7B
Employees236
Clients2
DateJan 2024
Total AUM$6.2B
Discretionary$2.5B
Non-Disc.$3.7B
Employees226
Clients3
DateDec 2023
Total AUM$6.2B
Discretionary$2.5B
Non-Disc.$3.7B
Employees226
Clients3
DateOct 2023
Total AUM$6.2B
Discretionary$2.5B
Non-Disc.$3.7B
Employees226
Clients3
DateMar 2023
Total AUM$6.2B
Discretionary$2.5B
Non-Disc.$3.7B
Employees226
Clients3
DateDec 2022
Total AUM$6.5B
Discretionary$2.9B
Non-Disc.$3.6B
Employees222
Clients5
DateSep 2022
Total AUM$6.5B
Discretionary$2.9B
Non-Disc.$3.6B
Employees222
Clients5
DateSep 2022
Total AUM$6.5B
Discretionary$2.9B
Non-Disc.$3.6B
Employees222
Clients5
DateMar 2022
Total AUM$6.5B
Discretionary$2.9B
Non-Disc.$3.6B
Employees222
Clients5
DateJan 2022
Total AUM$4.1B
Discretionary$1.7B
Non-Disc.$2.5B
Employees185
Clients66
DateSep 2021
Total AUM$4.1B
Discretionary$1.7B
Non-Disc.$2.5B
Employees185
Clients66
DateMay 2021
Total AUM$4.1B
Discretionary$1.7B
Non-Disc.$2.5B
Employees185
Clients66
DateApr 2021
Total AUM$4.1B
Discretionary$1.7B
Non-Disc.$2.5B
Employees185
Clients66
DateMar 2021
Total AUM$4.1B
Discretionary$1.7B
Non-Disc.$2.5B
Employees185
Clients66
DateOct 2020
Total AUM$3.4B
Discretionary$1.5B
Non-Disc.$2B
Employees185
Clients76
DateAug 2020
Total AUM$3.4B
Discretionary$1.5B
Non-Disc.$2B
Employees185
Clients76
DateApr 2020
Total AUM$3.4B
Discretionary$1.5B
Non-Disc.$2B
Employees185
Clients76
DateMar 2020
Total AUM$3.4B
Discretionary$1.5B
Non-Disc.$2B
Employees185
Clients76
DateMay 2019
Total AUM$3.1B
Discretionary$1.4B
Non-Disc.$1.7B
Employees195
Clients61
DateApr 2019
Total AUM$2.8B
Discretionary$1.3B
Non-Disc.$1.6B
Employees195
Clients61
DateMar 2019
Total AUM$2.8B
Discretionary$1.3B
Non-Disc.$1.6B
Employees195
Clients61
DateJan 2019
Total AUM$3.1B
Discretionary$1.4B
Non-Disc.$1.6B
Employees206
Clients363
DateNov 2018
Total AUM$3.1B
Discretionary$1.4B
Non-Disc.$1.6B
Employees206
Clients363
DateNov 2018
Total AUM$3.1B
Discretionary$1.4B
Non-Disc.$1.6B
Employees206
Clients363