Summit Global Investments, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

157091

SEC number

801-76631

Firm type

RIA

Assets under management

$2.3B as of Jun 24, 2026

Website

www.silvx.com ↗

Phone

888-251-4847

Address

620 South Main Street, Bountiful, UT, 84010

Advisors at this firm

84 in our index · page 2 of 2

• Victoria E MartinCRD 7576734 · Bountiful, UT
  IA RegisteredRegistration inactive
• James Golden MooreCRD 7946465 · Bountiful, UT
  IA RegisteredRegistration inactive
• Craig Alan MorrillCRD 8068754 · Wake Forest, NC
  IA Registered
• Marlys Ann NashCRD 6013012 · Lakewood, CO
  IA RegisteredBroker
• Lindsay NelsonCRD 6503391 · St. George, UT
  IA Registered
• Thiensa T. NguyenCRD 4479986 · Englewood, CO
  IA RegisteredBroker
• Jeremy Alan NansenCRD 7980370 · Oceanside, CA
  IA Registered
  Disclosure event(s) on record
• Robert Scott OlahCRD 5329802 · Draper, UT
  IA RegisteredBroker
• Lance K PackerCRD 6750201 · Gilbert, AZ
  IA RegisteredRegistration inactive
• Paul Franklin PaxtonCRD 4894203 · St. George, UT
  IA RegisteredBroker
• David William PeckCRD 6289230 · Highlands Ranch, CO
  IA RegisteredBroker
• Boyd Jerod PedersonCRD 4487117 · Gunnison, CO
  IA RegisteredBroker
• Sharalee Elizabeth PedersonCRD 4555843 · Gunnison, CO
  IA RegisteredBroker
• Riley PackerCRD 7829703 · Mesa, AZ
  IA Registered
• Gretchen RickerCRD 6199483 · Atascadero, CA
  IA RegisteredBroker
• Corlan RobinsonCRD 7856899 · Pine Valley, UT
  IA Registered
  Disclosure event(s) on record
• Timothy Irving ShumwayCRD 2196238 · Bountiful, UT
  IA Registered
• James Stewart StaatsCRD 7331403 · Selkirk, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Aash Michael ShahCRD 6765639 · Bountiful, UT
  IA Registered
• Joseph Christopher SmithCRD 7964540 · South Weber, UT
  IA RegisteredRegistration inactive
• Louis Christian StradlingCRD 6285168 · San Tan Valley, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeffrey Alan TaylorCRD 7169318 · Centennial, CO
  IA RegisteredBroker
• Leonard Lamar TaylorCRD 6263856 · Mesa, AZ
  IA RegisteredRegistration inactive
• Sylvain David TemplemanCRD 3127588 · Bainbridge Island, WA
  IA Registered
• Richard Lee ThawleyCRD 5770192 · Bountiful, UT
  IA Registered
• Trevor Blaine ThompsonCRD 5200814 · Bountiful, UT
  IA RegisteredRegistration inactive
• Colton Chad TuckerCRD 7947878 · Layton, UT
  IA Registered
• Terry Elbert WengertCRD 2569257 · Mesa, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Justin J. WheelerCRD 5975345 · Centerville, OH
  IA RegisteredBroker
• Jody Ann WilsonCRD 4483236 · Carbondale, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Adam B WrightCRD 6234854 · Mea, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jessica Jean WrightCRD 6855808 · Mesa, AZ
  IA RegisteredRegistration inactive
• Jonathon Garrett WhitsonCRD 8050189 · Broomfield, CO
  IA RegisteredRegistration inactive
• Nicholas Kelly WhitworthCRD 8187326 · Draper, UT
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.