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SUMMIT FINANCIAL STRATEGIES INC

COLUMBUS, OH · CRD 110112 · IAPD ↗ · summitfin.com · 614-885-1115

$2.31BRegulatory AUM
31Advisory reps
37Employees
7Clients
251-500Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — SUMMIT FINANCIAL STRATEGIES INC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — SUMMIT FINANCIAL STRATEGIES INC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
September 2024 — SUMMIT FINANCIAL STRATEGIES INC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.