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 (although they are present in other states as well).
Most Summit Financial Group clients are civic and social organizations, religious organizations, environment, conservation, and wildlife organizations, labor unions, and grantmaking foundations with revenues ranging from $73,724 to $16 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 | Bezsam | 501(c)(3) | National City, CA | ||
| 4 | Home of Hope | 501(c)(3) | Vinita, OK | ||
| 5 | CN Enterprises Health Plan Trust | 501(c)(9) | Ada, OK | ||
| 6 | Mormonism Research Ministry | 501(c)(3) | Draper, UT | ||
| 7 | International Association of Fire Fighters - L2180 Chula Vista | 501(c)(5) | Chula Vista, CA | ||
| 8 | Family Focus Christian Counseling | 501(c)(3) | El Cajon, CA | ||
| 9 | Family Support Foundation | 501(c)(3) | La Mesa, CA | ||
| 10 | Baja Paws Rescue | 501(c)(3) | San Diego, CA | ||
| ... | and 25 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, Bmo Harris Bank Na, PNC Bank, State Street Global Advisors, Beene Garter LLP, Bank Of America, SunTrust Bank, Merrill Lynch Pierce Fenner and Smith, Allen Gibbs and Houlik LC, and Commerce Trust Company.
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