BlackSummit Financial Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,112,744
Clients
45
42% high-net-worth
Advisors
1
of 6 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
TypicalAverage account size
$780,283
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
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Options & derivatives strategies
Business Financial Management
General retirement planning
Occupation focus
Founder/Business Owner
Executive
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 location
BlackSummit Financial Group, Inc.
Nicholasville KY, United States
Number of offices
3
Most active in
BlackSummit Financial Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Kentucky
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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