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SUMMIT FINANCIAL STRATEGIES INC
CRD 110112 · SEC 801-50616
4111 WORTH AVE., #510, COLUMBUS, OH, 43219-3599, United States
Phone
614-885-1115
Fax
614-885-1495
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.31B
Discretionary AUM
$2.07B
Team
35 total employees; 29 advisory reps; 7 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 438 | $217.3M |
| High net worth individuals | 575 | $2.05B |
| Pension/profit sharing plans | 8 | $20.3M |
| Charitable organizations | 5 | $14.8M |
States served
AZ, CA, IL, IN, KY, LA, MA, MI, MN, NY, NC, OH, PA, SC, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD