Wealth Manager
    SEC Registered
    Manages Private Funds

    Summit Global Investments, LLC

    Registered investment advisor · Bountiful, Utah · CRD #157091

    Assets Under Management
    $2.3B
    Client Accounts
    10,822
    Employees
    37
    CRD Number
    157091
    Registration
    SEC Registered
    Custodian
    Bny Mellon Asset Servicing, Interactive Brokers Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Summit Global Investments, LLC

    Summit Global Investments, LLC is an SEC-registered investment advisory firm founded in 2010, offering low volatility investment portfolios and risk management strategies. They focus on providing tailored investment solutions for registered investment advisors, institutional, and retail investors. The firm is based in Salt Lake City, UT.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Summit Global Investments, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Summit Global Investments, LLC's AUM?

    Summit Global Investments, LLC reports approximately $2.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Summit Global Investments, LLC headquartered?

    Summit Global Investments, LLC is headquartered in Bountiful, Utah.

    What is Summit Global Investments, LLC's CRD number?

    Summit Global Investments, LLC's CRD number is 157091. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Summit Global Investments, LLC manage?

    Summit Global Investments, LLC manages approximately 10,822 client accounts according to its latest SEC filing.

    Is Summit Global Investments, LLC SEC registered?

    Yes, Summit Global Investments, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Utah

    Bridge Investment Group
    Sandy, UT · $49.3B AUM
    Wasatch Advisors LP
    Salt Lake City, UT · $23.3B AUM
    Townsquare Capital, LLC
    Lehi, UT · $18.1B AUM
    Soltis Investment Advisors, LLC
    St. George, UT · $12B AUM
    Cynosure Group, LLC
    Salt Lake City, UT · $9.8B AUM
    Westwood Global Investments
    Park City, UT · $9.5B AUM
    See all top RIA firms in Utah →

    Research firms like Summit Global Investments, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial