Summit Global Investments, LLC
Bountiful, UT·SEC-registered · CRD #157091
Summit Global Investments, LLC is an SEC-registered investment advisory firm in Bountiful, UT managing $2.3B across 11k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.3B
Client accounts
11k
Advisory staff
8
Fee model
Fee-only
How Summit Global Investments, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Summit Global Investments, LLC
How much does Summit Global Investments, LLC manage?
Per its most recent SEC Form ADV filing (06/24/2026), Summit Global Investments, LLC reports $2.3B in regulatory assets under management across roughly 11k client accounts.
How does Summit Global Investments, LLC charge?
Summit Global Investments, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Summit Global Investments, LLC a fiduciary?
Yes. Summit Global Investments, LLC is registered with the U.S. Securities and Exchange Commission (CRD #157091), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Summit Global Investments, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Summit Global Investments, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Summit Global Investments, LLC's public SEC Form ADV filing (CRD #157091, filed 06/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Summit Global Investments, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Summit Global Investments, LLC? Claim this profile.