BlackSummit Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BlackSummit Financial Group serves individuals (including high-net-worth clients), trusts, pension plans and corporate entities, offering asset management, financial planning and consulting, pension consulting, and referrals to third‑party money managers. Like many peers, the firm provides portfolio management for individual clients and typically charges fees tied to assets under management.
The firm operates both discretionary asset management and a substantial amount of assets under advisement, so many client relationships are primarily non‑discretionary rather than fully discretionary. Portfolios are supervised and reviewed on a regular basis and the firm employs a range of methods—fundamental and technical analysis, charting and cyclical analysis—and strategies that include ETFs, individual securities, options, short sales and margin trading.
Distinctive features include the firm’s willingness to accept performance‑based compensation from accredited investors, an arrangement that is uncommon among similarly sized supported firms. The adviser also has been involved in international business activities and maintains affiliations with a commodities research platform that has produced webinars and research materials, and it offers educational seminars and workshops tied to those research and consulting activities.
Client services
Expertise
Occupation focus
Fee options
Flat fees generally range from $500 to $20,000 for financial planning and consulting services.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% Over $1,000,000+: 1.00%
Generally $250 per hour for financial advisors' time.
Up to 15% of net profits during the previous asset management cycle (6 or 12 months) for accredited investors.
Account minimum: $250,000
Main office
Nicholasville KY
Advisors at this office
1
Most active in
Kentucky
Also doing business as
Blackstone Financial Group, Inc. · Blacksummit Financial Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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