Insights

Client-First Focus Independent, client-first registered investment advisor with a Memphis-founded background suggests potential for relationship-driven cross-sell opportunities to existing high-touch services, including custom portfolio management and fiduciary guidance.

Growth Readiness Revenue in the mid single-digit millions and a modest employee base indicate room to scale services, including expanded discretionary investment management, risk analytics, and advisory staffing support for increasing client complexity.

Technology Stack Current use of iCIMS, Office 365, New Relic, Google tools, and web infrastructure presents opportunities to introduce advanced cybersecurity, data analytics, performance monitoring, and marketing automation to enhance client reporting and firm operations.

Asset Allocation Activities Active public market positions in Expeditors and Vanguard Total Stock Market imply openness to diversified portfolio solutions, ETF integration, and enhanced research platforms to optimize allocation and trade execution.

Strategic Fit Signals Similar firms scale and client-focused models in the asset management space suggest potential partnerships around outsourced CIO services, alternative investments exposure, and scalable back-office support to improve efficiency.

Similar companies to Summit Asset Management LLC

Summit Asset Management LLC Tech Stack

Summit Asset Management LLC uses 8 technology products and services including iCIMS, Office 365, New Relic, and more. Explore Summit Asset Management LLC's tech stack below.

iCIMS
Applicant Tracking Systems
Office 365
Office Suites
New Relic
Real User Monitoring
X-XSS-Protection
Security
Google Tag Manager
Tag Management
Google Analytics
Web Analytics
Apache HTTP Server
Web Servers
WP-Cycle
Web Tools And Plugins

Media & News

Summit Asset Management LLC's Email Address Formats

Summit Asset Management LLC uses at least 1 format(s):

Summit Asset Management LLC Email Formats	Example	Percentage
First@summitassetmanagement.com	John@summitassetmanagement.com	89%
FLast@summitassetmanagement.com	JDoe@summitassetmanagement.com	5%
Last@summitassetmanagement.com	Doe@summitassetmanagement.com	6%

Frequently Asked Questions

What is Summit Asset Management LLC's phone number?

You can contact Summit Asset Management LLC's main corporate office by phone at

+1-973-301-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Summit Asset Management LLC's official website and social media links?

Summit Asset Management LLC's official website is summitassetmanagement.com and has social profiles on LinkedIn.

How much revenue does Summit Asset Management LLC generate?

As of July 2026, Summit Asset Management LLC's annual revenue is estimated to be $10M - $25M.

What is Summit Asset Management LLC's NAICS code?

Summit Asset Management LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Summit Asset Management LLC have currently?

As of July 2026, Summit Asset Management LLC has approximately 11 employees across 1 continents, including North America. Key team members include First Vice President: F. B.Office Administrator: D. B.. Explore Summit Asset Management LLC's employee directory with LeadIQ.

What industry does Summit Asset Management LLC belong to?

Summit Asset Management LLC operates in the Investment Management industry.

What technology does Summit Asset Management LLC use?

Summit Asset Management LLC's tech stack includes iCIMSOffice 365New RelicX-XSS-ProtectionGoogle Tag ManagerGoogle AnalyticsApache HTTP ServerWP-Cycle.

What is Summit Asset Management LLC's email format?

Summit Asset Management LLC's email format typically follows the pattern of First@summitassetmanagement.com. Find more Summit Asset Management LLC email formats with LeadIQ.

When was Summit Asset Management LLC founded?

Summit Asset Management LLC was founded in 1991.

Summit Asset Management LLC

Q: How many employees does Summit Asset Management LLC have currently?

Summit Asset Management LLC has approximately 11 employees.

Q: What technology does Summit Asset Management LLC use?

Summit Asset Management LLC's tech stack includes Piwik PRO Core, jQuery, Google Analytics, Apache HTTP Server, iCIMS.

Q: What is Summit Asset Management LLC's NAICS code?

Summit Asset Management LLC's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementTennessee, United States11-50 Employees

Summit Asset Management LLC is a registered investment advisor based in Memphis, Tennessee, founded and registered with the SEC in 1991. The firm operates in the investment management sector and is independently owned and run by lifelong Memphians, with a stated emphasis on placing clients’ interests first. Its activities include managing investments for clients, as indicated by disclosures of individual asset stakes in publicly traded securities, suggesting a focus on diversified equity holdings. The organization serves a professional market seeking managed investment services, and it positions itself within the broader asset management industry by engaging in equity investments and external stake acquisitions. The company maintains a modest regional footprint and operates from its Memphis location, reflecting its locally rooted identity within the investment management field.