|
⚲
|
| Summit Financial Strategies Inc
✚
|
|
|---|---|
| CRD # | 110112 |
| SEC # | 801-50616 |
| CIK # | 0001625246 |
| AUM | $1.6 BB (2023-03-29) |
| Employees | 30 (87% Investors, 0% Brokers) |
| Phone | 614-885-1115 |
| Address | 4111 Worth Ave Columbus, OH 43219-3599 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PKG | 13,019.8 | 32.1 | |
| AAPL | 2,382,844.0 | 10.6 | |
| MSFT | 1,918,222.4 | 6.8 | |
| CIVB | 313.6 | 2.5 | |
| PG | 338,108.9 | 2.0 | |
| SHW | 58,089.9 | 1.8 | |
| GLD | 1.8 | ||
| XOM | 385,508.3 | 1.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 437 | 180.0 |
| (b) Individuals (high net worth individuals) | 471 | 1,346.2 |
| (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 | 11 | 25.2 |
| (h) Charitable organizations | 5 | 9.4 |
| (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 | 3,729 | 1,560.7 |
| By Discretionary | ||
| Discretionary | 3,251 | 1,335.7 |
| Non-Discretionary | 478 | 225.1 |
| Total | 3,729 | 1,560.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,560.7 | |
| Total | 3,729 | 1,560.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001625246] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bristlecone Advisors LLC
✚
|
WA | 1.6 |
|
Independence Asset Advisors LLC
✚
|
PA | 1.6 |
|
Main Street Financial Solutions LLC
✚
|
PA | 1.6 |
|
Claret Asset Management Corp
✚
|
1.6 | |
|
Stokes Family Office LLC
✚
|
LA | 1.6 |
|
Keebeck Partners LLC
✚
|
IL | 1.6 |
|
XP Advisory US Inc
✚
|
FL | 1.5 |
|
Moody Lynn & Lieberson LLC
✚
|
MA | 1.5 |
|
Pallas Capital Advisors LLC
✚
|
MA | 1.5 |
|
ML & R Wealth Management LLC
✚
|
TX | 1.5 |