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

• Kilimanjaro Advisors LLC
• NATIONAL PRIVATE SHARES, INC.
• Comprehensive Wealth Solutions LLC
• Trend Capital Management LP
• Slavic Mutual Funds Management Corp
• Royal Capital Management LLC
• Syntax Research Inc
• Stone Creek Capital Management LLC
• Steinberg Global Asset Management Ltd
• Baron Silver Stevens Financial Advisors LLC

• Summit Financial Group, Inc. Q1 2023 vs. Q2 2023: A Comparison of 13F Holdings
• 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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