Summit Asset Management LLC

Summit Asset Management LLC, a Tennessee-based Limited Liability Company, employs a team of nine professionals, with six serving in advisory roles. The exact number of clients they serve is undisclosed, but their approval status with the SEC since 1999 verifies their legitimacy as a financial advisory firm.

• JOHN NORFLEET LAUGHLIN

  SENIOR VICE PRESIDENT owns more than 10% but less than 25%

• LANCE WAYNE HOLLINGSWORTH

  SENIOR VICE PRESIDENT, TRADING AND OPERATIONS owns more than 10% but less than 25%

• PEGGY KRIGER ADLER

  CHIEF ADMINISTRATIVE OFFICER owns less than 5%

• PEGGY KRIGER ADLER

  COMPLIANCE OFFICER owns less than 5%

• SAMUEL ALEXANDER THOMPSON

  CHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%

• NFC Investments LLC
• W Advisors LLC
• TD Capital Management LLC
• Chickasaw Capital Management LLC
• Green Square Wealth Management LLC
• Preserver Partners LLC
• Gavion LLC
• Southernsun Asset Management LLC
• Dorian Eason Asset Management LLC
• JCAP Advisors LLC

• Summit Asset Management, LLC's Q3 vs. Q4 2022 13F Holdings Comparison: Analysis and Implications

• SCHWAB STRATEGIC TR US DIVIDEND EQ $23,841k
• SCHWAB STRATEGIC TR US MID-CAP ETF $16,463k
• SCHWAB U.S. LARGE-CAP GROWTH ETF $15,983k
• SCHWAB STRATEGIC TR $14,717k
• SCHWAB STRATEGIC TRUST $13,744k
• WISDOMTREE TR ITL HDG QTLY DIV $11,262k
• SPDR DOW JONES INDL $11,227k
• ISHARES TR CORE S&P SCP ETF $9,688k
• Deutsche X-Trackers Europe Hed $8,706k
• Berkshire Hathaway, Inc. $8,274k