Summit Global Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bountiful, UT. Its latest Form ADV filing, dated March 27, 2026, reports $2.3B in regulatory assets under management, 37 employees, 9 offices, and 10,822 accounts.
Assets Under Management
$2.3B
Employees
37
Offices
9 offices
Total Clients
7,475
Primary office
BOUNTIFUL, UT
620 SOUTH MAIN STREET, BOUNTIFUL, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.4% of total clients.
Top client categories% of clientsClients
1
Individuals
95.4%
7,130
2
HNWI
3.7%
277
3
Corporations
0.7%
55
4
Investment Cos.
0.1%
11
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 27, 2026
Discretionary100.0%
$2.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.3B
Total Accounts10,822
10Y AUM Change+$1.6B (+227.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees37
Clients per Employee202:1
10Y Employee Change+25 (+208.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.