Active
SUMMIT FINANCIAL STRATEGIES INC
Investment Advice|COLUMBUS, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$2.1B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.8B |
| Non-Discretionary | 290.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 110112 |
| SEC Number | 801-50616 |
| Street Address | 4111 WORTH AVE. |
| Street Address 2 | #510 |
| Location | COLUMBUS, OH 43219-3599 |
| Country | United States |
| Phone | 614-885-1115 |
| Fax | 614-885-1495 |
| Total Employees | 32 |
Client Count by Type (983 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 573 |
| Individuals (other than H… | 399 |
| Pension/Profit Sharing Pl… | 6 |
| Charitable Organizations | 5 |
Community Partners
CITY OF DUBLIN
CITY OF GRANDVIEW HEIGHTS
CITY OF GROVEPORT
CITY OF UPPER ARLINGTON
CITY OF WHITEHALL
COUNTY OF FRANKLIN
TOWNSHIP OF BROWN
TOWNSHIP OF FRANKLIN
TOWNSHIP OF JACKSON
TOWNSHIP OF JEFFERSON
TOWNSHIP OF MADISON
TOWNSHIP OF MIFFLIN
TOWNSHIP OF PERRY
TOWNSHIP OF PLEASANT
TOWNSHIP OF WASHINGTON
VILLAGE OF MINERVA PARK
CITY OF DUBLIN
CITY OF GRANDVIEW HEIGHTS
CITY OF GROVEPORT
CITY OF UPPER ARLINGTON
CITY OF WHITEHALL
COUNTY OF FRANKLIN
TOWNSHIP OF BROWN
TOWNSHIP OF FRANKLIN
TOWNSHIP OF JACKSON
TOWNSHIP OF JEFFERSON
TOWNSHIP OF MADISON
TOWNSHIP OF MIFFLIN
TOWNSHIP OF PERRY
TOWNSHIP OF PLEASANT
TOWNSHIP OF WASHINGTON
VILLAGE OF MINERVA PARK
CITY OF DUBLIN
CITY OF GRANDVIEW HEIGHTS
CITY OF GROVEPORT
CITY OF UPPER ARLINGTON
CITY OF WHITEHALL
COUNTY OF FRANKLIN
TOWNSHIP OF BROWN
TOWNSHIP OF FRANKLIN
TOWNSHIP OF JACKSON
TOWNSHIP OF JEFFERSON
TOWNSHIP OF MADISON
TOWNSHIP OF MIFFLIN
TOWNSHIP OF PERRY
TOWNSHIP OF PLEASANT
TOWNSHIP OF WASHINGTON
VILLAGE OF MINERVA PARK
Municipal Government
16 Active
16
Organizations
CENTRAL OHIO TRANSIT AUTHORITY
COLUMBUS METROPOLITAN HOUSING AUTHORITY
COLUMBUS METROPOLITAN LIBRARY
COLUMBUS REGIONAL AIRPORT AUTHORITY
FRANKLIN PARK CONSERVATORY JOINT RECREATION DISTRICT
MECC REGIONAL COUNCIL OF GOVERNMENTS
CENTRAL OHIO TRANSIT AUTHORITY
COLUMBUS METROPOLITAN HOUSING AUTHORITY
COLUMBUS METROPOLITAN LIBRARY
COLUMBUS REGIONAL AIRPORT AUTHORITY
FRANKLIN PARK CONSERVATORY JOINT RECREATION DISTRICT
MECC REGIONAL COUNCIL OF GOVERNMENTS
CENTRAL OHIO TRANSIT AUTHORITY
COLUMBUS METROPOLITAN HOUSING AUTHORITY
COLUMBUS METROPOLITAN LIBRARY
COLUMBUS REGIONAL AIRPORT AUTHORITY
FRANKLIN PARK CONSERVATORY JOINT RECREATION DISTRICT
MECC REGIONAL COUNCIL OF GOVERNMENTS
Special District
6 Active
6
Organizations
CAPITAL HIGH SCHOOL
COLUMBUS ARTS & TECH ACADEMY
COLUMBUS BILINGUAL ACADEMY NORTH INC
COLUMBUS PREPARATORY ACADEMY
EAST COLUMBUS DROP BACK IN
EDUCATIONAL ACADEMY FOR BOYS & GIRLS
EDUCATIONAL SERVICE CENTER OF CENTRAL OHIO
MANAGEMENT COUNCIL
MIDNIMO CROSS CULTURAL COMMUNITY SCHOOL
OAKSTONE COMMUNITY SCHOOL
SOUTH COLUMBUS DROP BACK IN
SOUTHWEST PUBLIC LIBRARIES
YOUTHBUILD COLUMBUS COMMUNITY SCHOOL
ZENITH ACADEMY
ZENITH ACADEMY EAST
CAPITAL HIGH SCHOOL
COLUMBUS ARTS & TECH ACADEMY
COLUMBUS BILINGUAL ACADEMY NORTH INC
COLUMBUS PREPARATORY ACADEMY
EAST COLUMBUS DROP BACK IN
EDUCATIONAL ACADEMY FOR BOYS & GIRLS
EDUCATIONAL SERVICE CENTER OF CENTRAL OHIO
MANAGEMENT COUNCIL
MIDNIMO CROSS CULTURAL COMMUNITY SCHOOL
OAKSTONE COMMUNITY SCHOOL
SOUTH COLUMBUS DROP BACK IN
SOUTHWEST PUBLIC LIBRARIES
YOUTHBUILD COLUMBUS COMMUNITY SCHOOL
ZENITH ACADEMY
ZENITH ACADEMY EAST
CAPITAL HIGH SCHOOL
COLUMBUS ARTS & TECH ACADEMY
COLUMBUS BILINGUAL ACADEMY NORTH INC
COLUMBUS PREPARATORY ACADEMY
EAST COLUMBUS DROP BACK IN
EDUCATIONAL ACADEMY FOR BOYS & GIRLS
EDUCATIONAL SERVICE CENTER OF CENTRAL OHIO
MANAGEMENT COUNCIL
MIDNIMO CROSS CULTURAL COMMUNITY SCHOOL
OAKSTONE COMMUNITY SCHOOL
SOUTH COLUMBUS DROP BACK IN
SOUTHWEST PUBLIC LIBRARIES
YOUTHBUILD COLUMBUS COMMUNITY SCHOOL
ZENITH ACADEMY
ZENITH ACADEMY EAST
School District
15 Active
15
Organizations
100 BLACK MEN OF CENTRAL OHIO INC
100 BLACK MEN OF CENTRAL OHIO INCORPORATED
10TH HOUSE EDUCATION FOUNDATION
1134 CREDIT UNION OF OHIO
1347 WEST FIFTH AVENUE CORPORATION
14TH DISTRICT MASONIC OFFICERS ASSN
1619 OHIO PROJECT
179 AUX
1803 INSTITUTE INC
180 MINISTRIES
1851 CENTER FOR CONSTITUTIONAL LAW
1911 FOUNDATION
1984 SOCIETY INC
1 COAST INC
1DIVINELINE2HEALTH
1ST C O R P SERVICES INC
1ST OHIO LIGHT ARTILLERY BATTERY A
222 CORPORATION
22ND STREET COOKIES
237 BROTHERS IN TAEKWONDO USA
100 BLACK MEN OF CENTRAL OHIO INC
100 BLACK MEN OF CENTRAL OHIO INCORPORATED
10TH HOUSE EDUCATION FOUNDATION
1134 CREDIT UNION OF OHIO
1347 WEST FIFTH AVENUE CORPORATION
14TH DISTRICT MASONIC OFFICERS ASSN
1619 OHIO PROJECT
179 AUX
1803 INSTITUTE INC
180 MINISTRIES
1851 CENTER FOR CONSTITUTIONAL LAW
1911 FOUNDATION
1984 SOCIETY INC
1 COAST INC
1DIVINELINE2HEALTH
1ST C O R P SERVICES INC
1ST OHIO LIGHT ARTILLERY BATTERY A
222 CORPORATION
22ND STREET COOKIES
237 BROTHERS IN TAEKWONDO USA
100 BLACK MEN OF CENTRAL OHIO INC
100 BLACK MEN OF CENTRAL OHIO INCORPORATED
10TH HOUSE EDUCATION FOUNDATION
1134 CREDIT UNION OF OHIO
1347 WEST FIFTH AVENUE CORPORATION
14TH DISTRICT MASONIC OFFICERS ASSN
1619 OHIO PROJECT
179 AUX
1803 INSTITUTE INC
180 MINISTRIES
1851 CENTER FOR CONSTITUTIONAL LAW
1911 FOUNDATION
1984 SOCIETY INC
1 COAST INC
1DIVINELINE2HEALTH
1ST C O R P SERVICES INC
1ST OHIO LIGHT ARTILLERY BATTERY A
222 CORPORATION
22ND STREET COOKIES
237 BROTHERS IN TAEKWONDO USA
Nonprofit Organization
9601 Active
9601
Organizations
Community Partners87 organizations
CITY OF DUBLIN
Municipal Government·DUBLIN
CITY OF GRANDVIEW HEIGHTS
Municipal Government·COLUMBUS
CITY OF GROVEPORT
Municipal Government·GROVEPORT
CITY OF WHITEHALL
Municipal Government·COLUMBUS
COUNTY OF FRANKLIN
Municipal Government·COLUMBUS
TOWNSHIP OF PLEASANT
Municipal Government·GROVE CITY
CENTRAL OHIO TRANSIT AUTHORITY
Special District·COLUMBUS
COLUMBUS METROPOLITAN HOUSING AUTHORITY
Special District·COLUMBUS
COLUMBUS METROPOLITAN LIBRARY
Special District·COLUMBUS
COLUMBUS REGIONAL AIRPORT AUTHORITY
Special District·COLUMBUS
FRANKLIN PARK CONSERVATORY JOINT RECREATION DISTRICT
Special District·COLUMBUS
MECC REGIONAL COUNCIL OF GOVERNMENTS
Special District·GAHANNA
CAPITAL HIGH SCHOOL
School District·COLUMBUS
COLUMBUS ARTS & TECH ACADEMY
School District·COLUMBUS
COLUMBUS BILINGUAL ACADEMY NORTH INC
School District·COLUMBUS
COLUMBUS PREPARATORY ACADEMY
School District·COLUMBUS
EAST COLUMBUS DROP BACK IN
School District·COLUMBUS
EDUCATIONAL ACADEMY FOR BOYS & GIRLS
School District·COLUMBUS
EDUCATIONAL SERVICE CENTER OF CENTRAL OHIO
School District·COLUMBUS
MANAGEMENT COUNCIL
School District·COLUMBUS
MIDNIMO CROSS CULTURAL COMMUNITY SCHOOL
School District·COLUMBUS
OAKSTONE COMMUNITY SCHOOL
School District·COLUMBUS
SOUTH COLUMBUS DROP BACK IN
School District·COLUMBUS
SOUTHWEST PUBLIC LIBRARIES
School District·GROVE CITY
YOUTHBUILD COLUMBUS COMMUNITY SCHOOL
School District·COLUMBUS
ZENITH ACADEMY
School District·COLUMBUS
ZENITH ACADEMY EAST
School District·COLUMBUS
100 BLACK MEN OF CENTRAL OHIO INC
Nonprofit Organization·Columbus
100 BLACK MEN OF CENTRAL OHIO INCORPORATED
Nonprofit Organization·Columbus
10TH HOUSE EDUCATION FOUNDATION
Nonprofit Organization·Columbus
1134 CREDIT UNION OF OHIO
Nonprofit Organization·HILLIARD
1347 WEST FIFTH AVENUE CORPORATION
Nonprofit Organization·Columbus
14TH DISTRICT MASONIC OFFICERS ASSN
Nonprofit Organization·Columbus
1619 OHIO PROJECT
Nonprofit Organization·Gahanna
179 AUX
Nonprofit Organization·Grove City
1803 INSTITUTE INC
Nonprofit Organization·Columbus
180 MINISTRIES
Nonprofit Organization·COLUMBUS
1851 CENTER FOR CONSTITUTIONAL LAW
Nonprofit Organization·COLUMBUS
1911 FOUNDATION
Nonprofit Organization·Columbus
1984 SOCIETY INC
Nonprofit Organization·Columbus
1 COAST INC
Nonprofit Organization·Columbus
1DIVINELINE2HEALTH
Nonprofit Organization·COLUMBUS
1ST C O R P SERVICES INC
Nonprofit Organization·COLUMBUS
1ST OHIO LIGHT ARTILLERY BATTERY A
Nonprofit Organization·Columbus
222 CORPORATION
Nonprofit Organization·COLUMBUS
22ND STREET COOKIES
Nonprofit Organization·Columbus
237 BROTHERS IN TAEKWONDO USA
Nonprofit Organization·Columbus
25 GREATER COLUMBUS OH
Nonprofit Organization·Columbus
37 KEMBA FINANCIAL CREDIT UNION
Nonprofit Organization·Gahanna
37TH DIVISIONS VETERANS ASSOCIATION SCHOLARSHIP ENDOWMENT FUND
Nonprofit Organization·Columbus
393 CORINTHIAN CHAPTER
Nonprofit Organization·Columbus
3BKIDS
Nonprofit Organization·Columbus
409 PRODUCERS EMPLOYEES CREDIT UNION
Nonprofit Organization·Columbus
411 FOUNDATION
Nonprofit Organization·Blacklick
4 CENTRAL OHIO
Nonprofit Organization·Dublin
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grove City
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grove city
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Columbus
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Hilliard
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Hilliard
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Columbus
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Columbus
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Groveport
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grove City
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Columbus
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Columbus
4KINGDOMS CHARITY INC
Nonprofit Organization·dublin
4M MISSIONARY MINISTRIES INC
Nonprofit Organization·Grove City
4-S CHARITIES INC
Nonprofit Organization·COLUMBUS
4-S SOFTBALL CLUB
Nonprofit Organization·Columbus
50 PLUS RECREATION INC
Nonprofit Organization·COLUMBUS
52 MILLION PROJECT
Nonprofit Organization·Columbus
52 PIONEER CITY
Nonprofit Organization·Columbus
58 PARTNERS FOUNDATION
Nonprofit Organization·COLUMBUS
5P MINUS OF OHIO INC
Nonprofit Organization·Columbus
5TH AVENUE AND 4TH STREET SPECIAL IMPROVEMENT DISTRICT
Nonprofit Organization·COLUMBUS
614 KIDS
Nonprofit Organization·COLUMBUS