SEC Form ADV

SUMMIT FINANCIAL STRATEGIES INC

Registered Investment AdviserOH
$2.3B
Assets Under Management
4,149
Total Clients
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Registration Details

Accession
CRD-110112
Location
COLUMBUS, OH
Filing Date
February 23, 2026
AUM
$2.3B
Total Clients
4,149
Amendment
No

About this Adviser

SUMMIT FINANCIAL STRATEGIES INC is a registered investment adviser headquartered in COLUMBUS, OH, managing approximately $2.3B in assets across 4,149 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.