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

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

Insights

Growing Market Presence Summit Financial Group has recently expanded its geographic footprint through strategic acquisitions, including Compass Benefit Solutions and PremierSource. This indicates an active growth strategy, creating opportunities to offer complementary services to their expanding client base.

Strategic Partnerships The recent partnership with Burke & Herbert Bank suggests Summit is leveraging collaborations to enhance its service offerings and market reach. This presents an opportunity to introduce tailored financial solutions that align with their partnership growth initiatives.

Diverse Client Needs With a focus on professional benefits, insurance, and investment solutions, Summit serves a broad spectrum of financial needs. They may be receptive to innovative insurance products, employee benefit plans, or investment technologies to deepen client engagement.

Technology Utilization Summit employs a mix of technological tools including QuickBooks, Google Sheets, and SEO platforms, indicating openness to digital enhancement. Offering advanced financial tech solutions or automation tools could be valuable for their operational efficiency.

Financial Stability With revenues between 100 million and 250 million dollars and a sizable team, Summit demonstrates solid financial health and stability. This stability enables potential upselling of comprehensive, scalable financial products and long-term service 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, Cloudflare, and more. Explore Summit Financial Group, Inc.'s tech stack below.

QuickBooks
Accounting And Finance
RSS
Content Management System
Cloudflare
Content Management System
oEmbed
Dev Tools
Google Sheets
Office Suites
Yoast SEO
Search Engines
X-Content-Type-Options
Web & Portal Technology
Gravity Forms
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

Where is Summit Financial Group, Inc.'s headquarters located?

Summit Financial Group, Inc.'s main headquarters is located at 5420 Lbj Freeway Suite 1940 Dallas, Texas 75240 United States. The company has employees across 1 continents, including North America.

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 March 2026, Summit Financial Group, Inc.'s annual revenue is estimated to be $576K.

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 March 2026, Summit Financial Group, Inc. has approximately 139 employees across 1 continents, including North America. Key team members include Vice President Of Employee Benefits: K. M.Vice President Of Sales: D. N.Vice President Of Southern Region: C. S.. 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 QuickBooksRSSCloudflareoEmbedGoogle SheetsYoast SEOX-Content-Type-OptionsGravity Forms.

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 OneDrive, Cloudflare Bot Management, X-Content-Type-Options, Modernizr, Google.

Financial ServicesTexas, United States51-200 Employees

At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients.

Founded on the vision of creating a full-service benefits firm, Summit utilizes many years of industry knowledge coupled with bright, hard-working, and extremely credentialed employees to take satisfaction to a new “Summit”. 

Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.