Leslie Drummond
Summit Asset Management · Memphis, Tennessee
Leslie Drummond is a fee-only financial advisor at Summit Asset Management in Memphis, Tennessee, who holds the CFP credential. Summit Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Summit Asset Management |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.08B across 1,522 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX · CRD 5429078 |
| Exams passed | Series 66 (2008) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.summitassetmanagement.com |
How Leslie's firm compares
- Summit Asset Management's average account is about $709,000, from its Form ADV (assets managed divided by 1,522 accounts).
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Questions about Leslie
Is Leslie Drummond a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leslie holds no broker registration, and Summit Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leslie charge for financial advice?
Leslie's firm, Summit Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Leslie Drummond based?
Leslie Drummond is based in Memphis, Tennessee.
What credentials does Leslie Drummond hold?
Leslie Drummond holds the CFP credential.
Is Leslie Drummond registered with the SEC?
Yes. Leslie Drummond is registered as an investment adviser representative in TN and TX (CRD 5429078), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Summit Asset Management manage?
Summit Asset Management reports $1.08B across 1,522 accounts in assets under management.
How do I contact Leslie Drummond?
Through Leslie's website, www.summitassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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