| Name | Title | Ownership | Since |
|---|---|---|---|
| John Norfleet Laughlin Control | Chief Executive Officer, President And Chief Compliance Officer | 25-50% | 2021 |
| Lance Wayne Hollingsworth Control | Chief Investment Officer, Treasurer | 25-50% | 2021 |
| Peggy Kriger Adler | Compliance Officer | Under 5% | 2016 |
Summit Asset Management LLC reports $938.9 million in regulatory assets under management on its Form ADV.
Summit Asset Management LLC reports 8 employees.
Summit Asset Management LLC is based in Memphis, TN and has been SEC-registered since 1999.
Summit Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5100 Wheelis Drive, Suite 107, Memphis, TN 38117 |
| Phone | 901-729-8100 |
| Fax | 901-729-8101 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $837.7M |
| Non-discretionary | $101.2M |
| Total (RAUM) | $938.9M |