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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Summit Global Investments have?","answer":"Summit Global Investments has 14 investment adviser representatives registered with state securities authorities, out of 37 employees, and 8 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 6 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Summit Global Investments invest in?","answer":"At the end of its last fiscal year, Summit Global Investments’ separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities, 5% cash and equivalents, 2% state and local bonds, 1% investment grade corporate bonds and 1% derivatives. 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