Mitchell Rhett Benefiel
Investment adviser representative at Summit Wealth Group, LLC
10 yearsExperience
1 stateRegistered in
$182.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Summit Wealth Group, LLCJun 2026 to now
- Integrated Tax SolutionsFeb 2024 to now
- Morse and CoApr 2022 to Dec 2023
- New York LifeAug 2021 to Feb 2022
- Exencial Wealth AdvisorsMay 2020 to Aug 2020
- Exencial Wealth AdvisorsMay 2019 to Aug 2019
- Charleston's RestaurantMay 2018 to Aug 2018
- Exencial Wealth AdvisorsMay 2018 to Aug 2018
- University of TulsaAug 2017 to May 2021
- Home High SchoolJun 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OK).
Summit Wealth Group, LLC
$182.5MAssets managed
282Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7453877
- Firm CRD
- 166118