Summit Financial Strategies

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Last updated: January 16th, 2020. Data source: SEC filings.

Summit Financial Strategies, federally registered in 1995, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 13 advisors. Summit Financial Strategies manages $1.1 billion and provides investment advisory services for 762 clients (1:59 advisor/client ratio). This firm does not have a disciplinary history.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 10
Percentage of Advisors Trusted 79%
Minimum Investment $333,333
Average Client Balance $1,505,547
Total AUM $1.1 billion
Advisor / Client Ratio 1:59
Headquarters Columbus, OH
SEC Filings Forms and Brochures    (CRD # 110112)
State(s) Registered AZ, CA, FL, GA, IL, LA, MI, NH, NY, NC, OH, SC, TX, VA

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