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| Happy Holidays!! thanks for using AUM13F!! |
| Summit Financial Strategies Inc
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| CRD # | 110112 |
| SEC # | 801-50616 |
| CIK # | 0001625246 |
| AUM | $2.1 B (2025-07-17) |
| Employees | 32 (84% Investors, 0% Brokers) |
| Phone | 614-885-1115 |
| Address | 4111 Worth Ave Columbus, OH 43219-3599 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Packaging Corp of America | 45.8 | ||
| Apple Inc | 14.3 | ||
| Microsoft Corp | 10.6 | ||
| Wal Mart Stores Inc | 8.3 | ||
| Tesla Motors Inc | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 399 | 0.2 |
| (b) Individuals (high net worth individuals) | 573 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 977 | 2.1 |
| By Discretionary | ||
| Discretionary | 864 | 1.8 |
| Non-Discretionary | 113 | 0.3 |
| Total | 977 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 977 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001625246] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Titleist Asset Management LLC
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|
TX | 2.1 |
|
Durbin Bennett Private Wealth Management LLC
✚
|
TX | 2.1 |
|
Revisor Wealth Management LLC
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|
OH | 2.1 |
|
Strive Asset Management LLC
✚
|
TX | 2.1 |
|
Joel R Mogy Investment Counsel Inc
✚
|
CA | 2.1 |
|
UX Wealth Partners LLC
✚
|
CO | 2.1 |
|
IC Advisory Services Inc
✚
|
NJ | 2.1 |
|
Wilkinson Global Asset Management LLC
✚
|
NY | 2.1 |
|
Guardian Wealth Advisors LLC
✚
|
NC | 2.1 |
|
Foundry Partners LLC
✚
|
OH | 2.0 |