Summit Financial Group is a firm that provides tax accounting, insurance agent or broker, third party administration, administrative support, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in California and Oklahoma (although they are present in other states as well).
Most Summit Financial Group clients are civic and social organizations, religious organizations, and grantmaking foundations with revenues ranging from $72,115 to $23 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Council of Engineering Companies (ACEC) | 501(c)(6) | Washington, DC | ||
| 2 | Oral Roberts University (ORU) | 501(c)(3) | Tulsa, OK | ||
| 3 | Goodwill Industries of Tulsa | 501(c)(3) | Tulsa, OK | ||
| 4 | Tulsa Zoo | 501(c)(3) | Tulsa, OK | ||
| 5 | Dean Mcgee Eye Institute | 501(c)(3) | Oklahoma City, OK | ||
| 6 | Bezsam | 501(c)(3) | National City, CA | ||
| 7 | Home of Hope | 501(c)(3) | Vinita, OK | ||
| 8 | CN Enterprises Health Plan Trust | 501(c)(9) | Ada, OK | ||
| 9 | Family Focus Christian Counseling | 501(c)(3) | El Cajon, CA | ||
| 10 | International Association of Fire Fighters - L2180 Chula Vista | 501(c)(5) | Chula Vista, CA | ||
| ... | and 27 more Summit Financial Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Summit Financial Group in the nonprofit sector include Capfinancial Partners, LLC, Allen Gibbs and Houlik LC, State Street Global Advisors, Bmo Harris Bank Na, PNC Bank, Bank Of America, Beene Garter LLP, SunTrust Bank, Merrill Lynch Pierce Fenner and Smith, and Commerce Trust Company.
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