Summit Asset Management LLC

Summit Asset Management LLC (CRD# 109606) is a financial advisory firm headquartered in Memphis, TN. They manage $492,106,141 in 1,295 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    492
    MILLION
  • Total Number of Accounts
    1,295
    ACCOUNTS
  • Average Account Value
    $380,005
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CA, FL, LA, MS, NC, TN, TX

Financial Advisors at Summit Asset Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Leslie H. Drummond
CRD#: 5429078
5100 Wheelis Drive, Suite 107, Memphis, TN 38117
96
Wealthminder
score

Leslie Drummond (CRD# 5429078) is an Investment Advisor Representative working at Summit Asset Management LLC in Memphis, TN and has over 9 years of experience in the finance industry. Leslie Drummond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John N. Laughlin
CRD#: 2911189
5100 Wheelis Dr., Suite 107, Memphis, TN 38117
96
Wealthminder
score

John Laughlin (CRD# 2911189) is an Investment Advisor Representative working at Summit Asset Management LLC in Memphis, TN and has over 20 years of experience in the finance industry. John Laughlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Joseph A. Staub
CRD#: 3070537
5100 Wheelis Drive, Suite 107, Memphis, TN 38117
96
Wealthminder
score

Joseph Staub (CRD# 3070537) is an Investment Advisor Representative working at Summit Asset Management LLC in Memphis, TN and has over 19 years of experience in the finance industry. Joseph Staub has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Samuel A. Thompson
CRD#: 725932
5100 Wheelis Dr., Suite 107, Memphis, TN 38117
96
Wealthminder
score

Samuel Thompson (CRD# 725932) is an Investment Advisor Representative working at Summit Asset Management LLC in Memphis, TN and has over 26 years of experience in the finance industry.

5
Sarah R. Haizlip
CRD#: 707644
5100 Wheelis Drive, Suite 107, Memphis, TN 38117
93
Wealthminder
score

Sarah Haizlip (CRD# 707644) is an Investment Advisor Representative working at Summit Asset Management LLC in Memphis, TN and has over 37 years of experience in the finance industry.

6
Lance W. Hollingsworth
CRD#: 4373723
5100 Wheelis Dr., Suite 107, Memphis, TN 38117
90
Wealthminder
score

Lance Hollingsworth (CRD# 4373723) is an Investment Advisor Representative working at Summit Asset Management LLC in Memphis, TN and has 1 year of experience in the finance industry. Lance Hollingsworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.