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| Summit Financial Advisors Inc
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|---|---|
| CRD # | 145007 |
| SEC # | 801-96206 |
| CIK # | 0001055980, 0001128905, 0002055275 |
| AUM | $232.8 M (2026-06-09) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 513-424-6300 |
| Address | 300 N Main Street Middletown, OH 45042 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 24.1 |
| (b) Individuals (high net worth individuals) | 47 | 207.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 1.5 |
| Total | 417 | 232.8 |
| By Discretionary | ||
| Discretionary | 386 | 231.0 |
| Non-Discretionary | 31 | 1.9 |
| Total | 417 | 232.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.8 | |
| Total | 417 | 232.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001055980] | |
| 13F-HR | [0002055275] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Catalyst Financial NW Corporation
✚
|
OR | 0.2 |
|
Aspirean Wealth LLC
✚
|
CA | 0.2 |
|
Ironwood Wealth Management Inc
✚
|
WV | 0.2 |
|
Sundvold Capital Management LLC
✚
|
MO | 0.2 |
|
Foundry Financial LLC
✚
|
CA | 0.2 |
|
Mount Vernon Associates Inc
✚
|
MD | 0.2 |
|
Integrated Capital Management Inc
✚
|
PA | 0.2 |
|
Bingham Private Wealth LLC
✚
|
CA | 0.2 |
|
Millennium Capital Advisors LLC
✚
|
AR | 0.2 |
|
Reshape LLC
✚
|
FL | 0.2 |