Summit Financial Group is a firm that provides tax accounting, insurance agent or broker, third party administration, commercial bank, and administrative support 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, health and disease research fundraising organizations, environment, conservation, and wildlife organizations, labor unions, and grantmaking foundations with revenues ranging from $50,973 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 | The Arc Caddo-Bossier | 501(c)(3) | Shreveport, LA | ||
| 5 | Home of Hope | 501(c)(3) | Vinita, OK | ||
| 6 | CN Enterprises Health Plan Trust | 501(c)(9) | Ada, OK | ||
| 7 | International Association of Fire Fighters - L2180 Chula Vista | 501(c)(5) | Chula Vista, CA | ||
| 8 | Mormonism Research Ministry | 501(c)(3) | Draper, UT | ||
| 9 | Orange County Fire Authority Foundation | 501(c)(3) | Irvine, CA | ||
| 10 | Family Focus Christian Counseling | 501(c)(3) | El Cajon, CA | ||
| ... | and 32 more Summit Financial Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Summit Financial Group in the nonprofit sector include Merrill Lynch Pierce Fenner and Smith, Capfinancial Partners, LLC, U.s. Bank National Association, Fifth Third Bank, State Street Global Advisors, PNC Bank, Bmo Harris Bank Na, Beene Garter LLP, Bank Of America, and Allen Gibbs and Houlik LC.
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