Summit Financial Group Inc

Summit Financial Group Inc, a Florida-based corporation with 353 employees, primarily consisting of 321 advisory personnel, has been serving a total of 215 clients. The firm remains legally recognized as SUMMIT FINANCIAL GROUP INC and has been approved by the SEC, with a registration date of Aug 2, 1999.

• BRETT LAMAR HARRISON

  DIRECTOR owns less than 5%

• GREGORY ALAN OLSON

  ASSISTANT SECRETARY owns less than 5%

• JOSEPH DANIEL NEARY

  DIRECTOR owns less than 5%

• MARK PAUL SHELSON

  TREASURER owns less than 5%

• MARSHALL TODD LEEDS

  CHIEF EXECUTIVE OFFICER, DIRECTOR owns less than 5%

• MATTHEW GREGORY BREGOZZO

  ADVISORY CHIEF COMPLIANCE OFFICER owns less than 5%

• STANLEY ROBERT SMILEY

  VICE PRESIDENT owns less than 5%

• STEVEN CRAIG JACOBS

  VICE PRESIDENT owns less than 5%

• SUMMIT BROKERAGE SERVICES, INC.

  SOLE SHAREHOLDER owns 75% or more

• ARETEC GROUP, INC.

  SHAREHOLDER; 100% OF COMMON STOCK owns 75% or more

• SUMMIT FINANCIAL SERVICES GROUP, INC.

  HOLDING COMPANY owns 75% or more

• Allfinancial Partners II LLC
• Steinberg Global Asset Management Ltd
• AE Industrial Partners LP
• Encore Housing Opportunity Fund Investment Manager LLC
• Biltmore Capital Advisors LLC
• Syntax Research Inc
• ADAM Financial Associates Inc
• Peerbackers Advisory LLC
• RED Oak Partners LLC
• Baron Silver Stevens Financial Advisors LLC

• Investing Insights: Comparing Q4 2022 vs. Q1 2023 Holdings of Summit Financial Group, Inc.
• Will Summit Financial Group Continue to Surge Higher?
• WEEKLY COMMENTARY
• Should Value Investors Pick Summit Financial (SMMF) Stock?

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