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Est. 2026The front page of wealth managementNew York

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Chief Executive Officer · Summit Wealth Group

Charles R. Morris

CRD 1096446 · Named on Form ADV at one SEC-registered adviser

At a glance

Summit Wealth Group, an SEC-registered wealth manager based in Colorado Springs, CO with $2.3 billion in regulatory assets, lists Charles R. Morris on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

  • Summit Wealth GroupChief Executive OfficerWealth manager · Colorado Springs, CO · $2.3B in regulatory assets

AtlasMembers

Charles’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Charles on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.