What is Summit Financial Group, Inc.'s NAICS code?

Summit Financial Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Strategic Growth Summit Financial Group has expanded through acquisitions and partnerships, including Compass Benefit Solutions and Burke & Herbert Bank, signaling a ready-to-scale footprint in the Southwest and potential cross-sell opportunities across risk management, employee benefits, retirement plans, and wealth management.

Broadened Offerings With a full-service approach spanning risk management, employee benefits, insurance, retirement plans, wealth management, and Medicare, there are multiple avenues to position complementary services to existing clients and attract mid-market employers seeking integrated benefits and financial services.

Enterprise Partnerships Current securities and advisory relationships through Cetera indicate a channel-ready platform for incremental product lines, including advisory services, retirement planning, and managed accounts to deepen client engagement and increase wallet share.

Tech Enablement Utilization of tools such as QuickBooks, Google Analytics, MailChimp, and SharePoint suggests an opportunity to upsell data-driven marketing, client onboarding improvements, and digital proposal capabilities to enhance client acquisition and retention.

Financial Momentum With a revenue range of 100 to 250 million and a growing franchise footprint, there is potential to target mid-market employers and high-net-worth individuals with bundled risk, benefits, and wealth management solutions, leveraging recent awards and industry recognition to unlock strategic partnerships.

Similar companies to Summit Financial Group, Inc.

Summit Financial Group, Inc. Tech Stack

Summit Financial Group, Inc. uses 8 technology products and services including QuickBooks, RSS, Microsoft SharePoint, and more. Explore Summit Financial Group, Inc.'s tech stack below.

QuickBooks
Accounting And Finance
RSS
Content Management System
Microsoft SharePoint
Content Management System
Cart Functionality
E-commerce
Google Sheets
Office Suites
reCAPTCHA
Security
Google Analytics
Web Analytics
MailChimp for WordPress
Web Platform Extensions

Media & News

Summit Financial Group, Inc.'s Email Address Formats

Summit Financial Group, Inc. uses at least 1 format(s):

Summit Financial Group, Inc. Email Formats	Example	Percentage
FLast@yoursummit.com	JDoe@yoursummit.com	91%
Last@yoursummit.com	Doe@yoursummit.com	5%
LastFi@yoursummit.com	DoeJo@yoursummit.com	2%
First.Last@yoursummit.com	John.Doe@yoursummit.com	2%

Frequently Asked Questions

What is Summit Financial Group, Inc.'s phone number?

You can contact Summit Financial Group, Inc.'s main corporate office by phone at

+1-918-663-****

. 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 Financial Group, Inc.'s stock symbol?

Summit Financial Group, Inc. is a publicly traded company; the company's stock symbol is SMMF.

What is Summit Financial Group, Inc.'s official website and social media links?

Summit Financial Group, Inc.'s official website is yoursummit.com and has social profiles on LinkedIn.

How much revenue does Summit Financial Group, Inc. generate?

As of July 2026, Summit Financial Group, Inc.'s annual revenue is estimated to be $100M - $250M.

What is Summit Financial Group, Inc.'s SIC code NAICS code?

Summit Financial Group, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Summit Financial Group, Inc. have currently?

As of July 2026, Summit Financial Group, Inc. has approximately 145 employees across 2 continents, including North AmericaAsia. Key team members include Vice President Of Employee Benefits: K. M.Vice President Of Sales: D. S.President & Chief Executive Officer: C. M.. Explore Summit Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Summit Financial Group, Inc. belong to?

Summit Financial Group, Inc. operates in the Financial Services industry.

What technology does Summit Financial Group, Inc. use?

Summit Financial Group, Inc.'s tech stack includes QuickBooksRSSMicrosoft SharePointCart FunctionalityGoogle SheetsreCAPTCHAGoogle AnalyticsMailChimp for WordPress.

What is Summit Financial Group, Inc.'s email format?

Summit Financial Group, Inc.'s email format typically follows the pattern of FLast@yoursummit.com. Find more Summit Financial Group, Inc. email formats with LeadIQ.

When was Summit Financial Group, Inc. founded?

Summit Financial Group, Inc. was founded in 1988.

Summit Financial Group, Inc.

Q: What technology does Summit Financial Group, Inc. use?

Summit Financial Group, Inc.'s tech stack includes Elementor, Microsoft Office, Yoast SEO, Font Awesome, reCAPTCHA.

Financial ServicesTexas, United States51-200 Employees

Summit Financial Group, Inc. operates in the financial services sector, designing and implementing professional benefits, insurance, and investment solutions for its clients. The firm leverages years of industry knowledge and a team of credentialed professionals to address clients' long-term financial needs. Investment advisory and securities services are offered through Cetera Advisor Networks LLC, which operates separately from the other entities named in its network. 

Based in Dallas, Texas, Summit positions itself as a full-service benefits firm, providing integrated solutions aimed at helping clients manage and protect their financial well-being. In 2024, the company expanded its Southwest footprint by acquiring Compass Benefit Solutions, LLC, signaling growth beyond its original markets.