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| Summit Financial Strategies Inc
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|---|---|
| CRD # | 110112 |
| SEC # | 801-50616 |
| CIK # | 0001625246 |
| AUM | 2,306.5 M (2026-02-23) |
| Employees | 35 (83% Investors, 0% Brokers) |
| Phone | 614-885-1115 |
| Address | 4111 Worth Ave Columbus, OH 43219-3599 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Packaging Corp of America | 52.1 | ||
| Apple Inc | 17.8 | ||
| Wal Mart Stores Inc | 10.2 | ||
| Microsoft Corp | 7.8 | ||
| SPDR Gold Trust | 4.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 438 | 0.2 |
| (b) Individuals (high net worth individuals) | 575 | 2.1 |
| (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 | 8 | 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 | 4,149 | 2.3 |
| By Discretionary | ||
| Discretionary | 3,812 | 2.1 |
| Non-Discretionary | 337 | 0.2 |
| Total | 4,149 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 4,149 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001625246] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 7 |
| Serves | Institutional, Retail |
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|---|---|---|
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