John Norfleet Laughlin

Financial advisor at Summit Asset Management, LLC · Memphis, TN

Last updated 2026-10-10

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John Norfleet Laughlin is a financial advisor at Summit Asset Management, LLC in Memphis, TN, CRD 2911189. Licenses and exams on the registration: Series 63. IAPD registration began 2004-04-01.

Registration

CRD number
2911189
Registration status
Active
IAPD registration
2004-04-01
Industry Experience
22 years
Work Experience
14 years
States registered
TN, TX

Licenses and exams

  • Series 63

Designations

  • CFP®

Work history

  • 2012-09 to 2021-02 · Summit Asset Management, LLC · Memphis, TN
  • 2021-02 to Present · Summit Asset Management, LLC · Memphis, TN

Current employment

SEC IAPD record for John Norfleet Laughlin

Summit Asset Management, LLC

Regulatory AUM
$1,079,755,571
Registered advisors
6
Offices
3
Clients per advisor
88.7 (Moderate)
Average AUM per client
$2M (Low)
High-net-worth client ratio
37.6% (Moderate)

Summit Asset Management, LLC: advisors, services and reported ETF investments

About

John Norfleet Laughlin is a CFP® financial advisor at Summit Asset Management LLC in Memphis, TN. Reported securities licenses include Series 63. The latest record indicates 22 years of industry experience and 14 years of reported work history.

SEC disclosures list additional business and community activities: 1) John Is A Member Of The Investment Committee For The Second Presbyterian Church Foundation: The business is non-investment related; John began this role in april 2013.

Summit Asset Management, LLC's firm-level Form ADV reports 6 advisors across 3 offices; approximately 88.7 clients per advisor, average assets per client of $2,029,616, and regulatory AUM of $1.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $606.2M across 76 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to John Norfleet Laughlin personally.

Reported ETF positions

Summit Asset Management reports 76 ETF positions worth $606.2M on Form 13F; the largest are listed.

Largest ETF positions reported by Summit Asset Management
FundReported value
SCHD — Schwab US Dividend Equity ETF$65.6M
SCHG — Schwab U.S. Large-Cap Growth ETF$48.4M
SCHM — Schwab U.S. Mid Cap ETF$46.4M
SCHF — Schwab International Equity ETF$44.5M
SCHV — Schwab U.S. Large-Cap Value ETF$42.6M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Summit Asset Management, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges

Location

5100 Wheelis Dr., Memphis, TN 38117

3 advisors at this office.

Summit Asset Management office in Memphis, TN

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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