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SUMMIT GLOBAL INVESTMENTS, LLC
CRD 157091File 801-76631
APPROVED
Retail clients
Custody
Filing as of Jun 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.29B
Top 25% of cohort (national)
Discretionary AUM
$2.29B
Clients
7,475
10,822 accounts
Employees
37
Top 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 10, 2012
- Principal office
- 620 SOUTH MAIN STREET, BOUNTIFUL, UT, 84010
- Phone
- 888-251-4847
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.29B
- Discretionary AUM
- $2.29B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 10,822
- Non-discretionary accounts
- 0
- Total accounts
- 10,822
- AUM per client
- $307K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 55 | $296.8M |
| Investment companies | 11 | $1.34B |
| High net worth individuals | 277 | $350.9M |
| Pooled investment vehicles | 2 | $1.3M |
| Individuals (other than high net worth individuals) | 7,130 | $303.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ESTATE PLANNING & FINANCIAL PLANNING
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.