SG
SUMMIT GLOBAL INVESTMENTS, LLC
SEC RegisteredBOUNTIFUL, UThttps://silvx.com888-251-4847
Assets Under Management
$1B–$5B
Employees
37
Office Locations
5 offices
Total Accounts
10822
About the firm
Summit Global Investments (SGI) is an investment management firm offering equity and alternative strategies for family offices, institutions, and advisors worldwide. The firm is known for its nationally-recognized Managed Risk Approach, developed by founder David Harden. SGI manages mutual funds and ETFs across global and U.S. equity strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit Sharing
Areas of expertise
Global EquityManaged RiskQuantitative ResearchU.S. Large Cap EquityU.S. Small Cap EquityEnhanced IncomeAlternative StrategiesEtfsMutual FundsInstitutional Asset Management
Services
Global equity, enhanced global income, alternative strategies, U.S. large cap equity, U.S. small cap core equity strategies; mutual funds and ETFs
Private funds / alternatives
Hedge
Who they serve
Family offices, institutions, and financial advisors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7,130 | $304M |
| High Net Worth Individuals | 277 | $351M |
| Pension/Profit Sharing Plans | 2 | $1.3M |
0 total clients reported on Form ADV.
Leadership
Mark Lynn Kenison
CHIEF COMPLIANCE OFFICER; OWNER
Bryce Jay Sutton
DIRECTOR OF SALES; OWNER
Llc Harden Capital
OWNER
David Lee Harden
MEMBER
Office locations
5 offices in 3 states
UT
BOUNTIFULHQ
UT
DRAPER
AZ
MESA
CO
GUNNISON
CO
ENGLEWOOD
Advisors at this firm
98 advisors in the directory
Izabela Betlinska
Investment Adviser Representative
Richard Keith Brown
Investment Adviser Representative
Robert M Brown
Investment Adviser Representative
Michael Allen Bloomer
Investment Adviser Representative
Amy Melissa Brown
Investment Adviser Representative
Gregory Robert Caldwell
Investment Adviser Representative
Shirley Si Cheng
Investment Adviser Representative
Travis Ray Christiansen
Investment Adviser Representative
Heather Marie Church
Investment Adviser Representative
Christopher Layton Claridge II
Investment Adviser Representative
Heidi Kay Clark
Investment Adviser Representative
Weston S Cordon
Investment Adviser Representative
Jeffrey John Cox
Investment Adviser Representative
Keith Milton Crogan
Investment Adviser Representative
Richard Paul Cunningham
Investment Adviser Representative
Richard Leslie Cunningham
Investment Adviser Representative
Tamara Carbajal
Investment Adviser Representative
David Cheng
Investment Adviser Representative
Andrew Child
Investment Adviser Representative
Lai Mui Chu
Investment Adviser Representative
Adam R Clark
Investment Adviser Representative
Daniel Patrick Congram
Investment Adviser Representative
Bret Thomas Crowe
Investment Adviser Representative
Alicia C Cruz Jones
Investment Adviser Representative
Dennis P Despres
Investment Adviser Representative
Nathan Eldon Tanner Driggs
Investment Adviser Representative
Cesar Duenas Sanchez
Investment Adviser Representative
Dallas S Davies
Investment Adviser Representative
Christopher Philip Ervin
Investment Adviser Representative
Jeremy Brian Evans
Investment Adviser Representative
Robert Steven Farrell
Investment Adviser Representative
Kerri Leigh Farren
Investment Adviser Representative
Marlow Lynn Felton
Investment Adviser Representative
Frank Andrew Gardanier
Investment Adviser Representative
Suzy Giorgio
Investment Adviser Representative
Seth Michael Griffin
Investment Adviser Representative
Adam Griggs
Investment Adviser Representative
David Lee Harden
Investment Adviser Representative
Minny Moy Hunt
Investment Adviser Representative
Matthew Harden
Investment Adviser Representative
Terry Samuel Hatch
Investment Adviser Representative
Layne Curtis Jensen
Investment Adviser Representative
Tommy Call Jensen
Investment Adviser Representative
Mark Douglas Jones
Investment Adviser Representative
Sherman Peters Jones
Investment Adviser Representative
Robin Mechlowitz Kaukonen
Investment Adviser Representative
George McFerren Kiebler Jr
Investment Adviser Representative
Anthony Scott Knaubert
Investment Adviser Representative
Janet Lee
Investment Adviser Representative
Jeremy Todd Lytle
Investment Adviser Representative
David Lawrence
Investment Adviser Representative
Christopher Wayne Losey
Investment Adviser Representative
John Wesley McGehee
Investment Adviser Representative
Ronald Scott Means
Investment Adviser Representative
Christopher Joseph Manning
Investment Adviser Representative
Victoria E Martin
Investment Adviser Representative
Agnes Carolyn Medina
Investment Adviser Representative
Reed Armstrong Meyer
Investment Adviser Representative
James Golden Moore
Investment Adviser Representative
Craig Alan Morrill
Investment Adviser Representative
Lindsay Nelson
Investment Adviser Representative
Thiensa T. Nguyen
Investment Adviser Representative
Jeremy Alan Nansen
Investment Adviser Representative
Marlys Ann Nash
Investment Adviser Representative
Robert Scott Olah
Investment Adviser Representative
Lance K Packer
Investment Adviser Representative
Paul Franklin Paxton
Investment Adviser Representative
David William Peck
Investment Adviser Representative
Boyd Jerod Pederson
Investment Adviser Representative
Sharalee Elizabeth Pederson
Investment Adviser Representative
Riley Packer
Investment Adviser Representative
Gretchen Ricker
Investment Adviser Representative
Corlan Robinson
Investment Adviser Representative
Timothy Irving Shumway
Investment Adviser Representative
Kristi Lee Sorensen
Investment Adviser Representative
Robert Anthony Sale
Investment Adviser Representative
Kelly Anne Sauder
Investment Adviser Representative
Aash Michael Shah
Investment Adviser Representative
Joseph Christopher Smith
Investment Adviser Representative
James Stewart Staats
Investment Adviser Representative
Louis Christian Stradling
Investment Adviser Representative
Leonard Lamar Taylor Jr.
Investment Adviser Representative
Sylvain David Templeman
Investment Adviser Representative
Richard Lee Thawley
Investment Adviser Representative
Trevor Blaine Thompson
Investment Adviser Representative
Jeffrey Alan Taylor
Investment Adviser Representative
Colton Chad Tucker
Investment Adviser Representative
Joseph Alan Turley
Investment Adviser Representative
Danny Trane Webb
Investment Adviser Representative
Terry Elbert Wengert
Investment Adviser Representative
Justin J. Wheeler
Investment Adviser Representative
Jessica Jean Wright
Investment Adviser Representative
Jonathon Garrett Whitson
Investment Adviser Representative
Nicholas Kelly Whitworth
Investment Adviser Representative
Jody Ann Wilson
Investment Adviser Representative
Raymond Hao Wong
Investment Adviser Representative
Adam B Wright
Investment Adviser Representative
Nathan Elijah De La Cruz
Investment Adviser Representative
Regulatory & compliance
CRD number
#157091
SEC Number
801-76631
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based / Other
| Asset tier | Annual rate |
|---|---|
| Less than $500,000 | 2.00% |
| $500,000 to $999,999 | 1.70% |
| $1,000,000 and above | 1.50% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
silvx.comPhone
888-251-4847Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SUMMIT GLOBAL INVESTMENTS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.