SEC Form ADV

SUMMIT FINANCIAL STRATEGIES INC

Registered Investment AdviserOH
$2.3B
Assets Under Management
7
Total Clients
37
Employees
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Registration Details

Accession
crd-110112
Location
COLUMBUS, OH
Filing Date
August 31, 2026
AUM
$2.3B
Total Clients
7
Institutional Clients
13
Employees
37
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

SUMMIT FINANCIAL STRATEGIES INC is a registered investment adviser headquartered in COLUMBUS, OH, managing approximately $2.3B in assets across 7 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.