Samuel Thompson
Summit Asset Management · Memphis, Tennessee
Samuel Thompson is a fee-only financial advisor at Summit Asset Management in Memphis, Tennessee, who holds the ChFC 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 | ChFC |
| SEC registration | Investment adviser representative in TN · CRD 725932 |
| Exams passed | Series 63 (1991) · Series 65 (1997) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.summitassetmanagement.com |
How Samuel'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 Samuel
Is Samuel Thompson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?
Samuel's firm, Summit Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Samuel Thompson based?
Samuel Thompson is based in Memphis, Tennessee.
What credentials does Samuel Thompson hold?
Samuel Thompson holds the ChFC credential.
Is Samuel Thompson registered with the SEC?
Yes. Samuel Thompson is registered as an investment adviser representative in TN (CRD 725932), 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 Samuel Thompson?
Through Samuel'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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