Insights

Client-centric focus Independent investment advisor with SEC registration and a client-first ethos, suggesting alignment opportunities for advisory services, compliance, and outsourced CIO solutions that reinforce fiduciary standards.

Growth-ready profile Moderate size firm with 11-50 employees and revenue in the multi-million range, indicating potential needs for scalable technology, CRM optimization, and outsourced operations to support expansion.

Tech stack fit Utilizes iCIMS, Microsoft 365, Google Tag Manager, and modern hosting, signaling receptivity to integrated HR, analytics, cybersecurity, and cloud-based productivity enhancements.

Strategic investments Recent small-cap and ETF equity stakes show active market participation, presenting cross-sell opportunities for research assets, portfolio analytics tools, and advisory platforms that support performance tracking.

Competitive landscape Comparable firms in the space are significantly larger; Summit Asset Management may pursue partnerships, advisor recruiting, or boutique-scale services to bolster margins and service differentiation.

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Summit Asset Management LLC Tech Stack

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

iCIMS
Applicant Tracking Systems
Microsoft 365
Email
jQuery
Javascript Libraries
New Relic
Real User Monitoring
Google Tag Manager
Tag Management
X-Content-Type-Options
Web & Portal Technology
Piwik PRO Core
Web Analytics
DigitalOcean Web Hosting
Web Hosting

Media & News

Summit Asset Management LLC's Email Address Formats

Summit Asset Management LLC uses at least 3 email formats:

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 September 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 September 2026, Summit Asset Management LLC has approximately 11 employees across 1 continents, including North America. Key team members include First Vice President: F. B. and 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 iCIMS, Microsoft 365, jQuery, New Relic, Google Tag Manager, X-Content-Type-Options, Piwik PRO Core and DigitalOcean Web Hosting.

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.