SUMMIT FINANCIAL STRATEGIES INC
CRD #110112 SEC #801-50616 COLUMBUS, OH 614-885-1115
SEC Registered
Total AUM
$2.1B
Discretionary
$1.8B
Employees
32
Clients
251
Accounts
977
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.1B | $1.8B | $290.4M | 32 | 5 |
| Nov 2025 | $2.1B | $1.8B | $290.4M | 32 | 5 |
| Sep 2025 | $2.1B | $1.8B | $290.4M | 32 | 5 |
| Jul 2025 | $2.1B | $1.8B | $290.4M | 32 | 5 |
| Jul 2025 | $2.1B | $1.8B | $290.4M | 32 | 5 |
| Jul 2025 | $2.1B | $1.8B | $290.4M | 32 | 5 |
| Apr 2025 | $2.1B | $1.8B | $290.4M | 32 | 5 |
| Feb 2025 | $2.1B | $1.8B | $290.4M | 32 | 5 |
| Feb 2025 | $2.1B | $1.8B | $290.4M | 32 | 5 |
| Feb 2025 | $2.1B | $1.8B | $290.4M | 32 | 5 |
| Jan 2025 | $1.8B | $1.5B | $246.5M | 32 | 5 |
| Dec 2024 | $1.8B | $1.5B | $246.5M | 32 | 5 |
| Nov 2024 | $1.8B | $1.5B | $246.5M | 32 | 5 |
| Oct 2024 | $1.8B | $1.5B | $246.5M | 32 | 5 |
| Aug 2024 | $1.8B | $1.5B | $246.5M | 32 | 5 |
| Mar 2024 | $1.8B | $1.5B | $246.5M | 32 | 5 |
| Mar 2024 | $1.8B | $1.5B | $246.5M | 32 | 5 |
| Oct 2023 | $1.6B | $1.3B | $225.1M | 30 | 6 |
| Apr 2023 | $1.6B | $1.3B | $225.1M | 30 | 6 |
| Mar 2023 | $1.6B | $1.3B | $225.1M | 30 | 6 |
| Nov 2022 | $1.7B | $1.4B | $306.5M | 28 | 9 |
| Aug 2022 | $1.7B | $1.4B | $306.5M | 28 | 9 |
| Aug 2022 | $1.7B | $1.4B | $306.5M | 28 | 9 |
| Jun 2022 | $1.7B | $1.4B | $306.5M | 28 | 9 |
| Apr 2022 | $1.7B | $1.4B | $306.5M | 28 | 9 |
| Apr 2022 | $1.7B | $1.4B | $306.5M | 28 | 9 |
| Apr 2022 | $1.7B | $1.4B | $306.5M | 28 | 9 |
| Mar 2022 | $1.7B | $1.4B | $306.5M | 28 | 9 |
| Mar 2022 | $1.7B | $1.4B | $306.5M | 28 | 9 |
| Dec 2021 | $1.6B | $1.2B | $332.7M | 29 | 4 |
| May 2021 | $1.6B | $1.2B | $332.7M | 29 | 4 |
| Mar 2021 | $1.6B | $1.2B | $332.7M | 29 | 4 |
| Aug 2020 | $1.4B | $1.1B | $256.1M | 28 | 4 |
| Jun 2020 | $1.4B | $1.1B | $256.1M | 28 | 4 |
| May 2020 | $1.4B | $1.1B | $256.1M | 28 | 4 |
| Mar 2020 | $1.4B | $1.1B | $256.1M | 28 | 4 |
| Nov 2019 | $1.1B | $938.7M | $208.5M | 28 | 4 |
| Mar 2019 | $1.1B | $938.7M | $208.5M | 28 | 4 |
| Oct 2018 | $1.2B | $971.4M | $218.1M | 27 | 0 |
| Jul 2018 | $1.2B | $971.4M | $218.1M | 27 | 0 |
| Apr 2018 | $1.2B | $971.4M | $218.1M | 27 | 0 |
| Mar 2018 | $1.2B | $971.4M | $218.1M | 27 | 0 |
| Nov 2017 | $1B | $820.8M | $199.2M | 27 | 0 |
| Jul 2017 | $1B | $820.8M | $199.2M | 27 | 700 |
| May 2017 | $1B | $820.8M | $199.2M | 27 | 700 |
| Feb 2017 | $1B | $820.8M | $199.2M | 27 | 700 |
| Feb 2017 | $1B | $820.8M | $199.2M | 27 | 700 |
| Jan 2017 | $1B | $820.8M | $199.2M | 27 | 700 |
| Nov 2016 | $895.1M | $709.8M | $185.3M | 26 | 700 |
| Mar 2016 | $895.1M | $709.8M | $185.3M | 26 | 700 |
| Jan 2016 | $900.2M | $703.3M | $197M | 24 | 600 |
| Mar 2015 | $900.2M | $703.3M | $197M | 24 | 600 |
| Jan 2015 | $900.2M | $703.3M | $197M | 24 | 600 |
| Mar 2014 | $814.7M | $605.7M | $209M | 24 | 600 |
| Sep 2013 | $672.7M | $478.4M | $194.2M | 24 | 500 |
| Aug 2013 | $672.7M | $478.4M | $194.2M | 24 | 500 |
| Aug 2013 | $672.7M | $478.4M | $194.2M | 24 | 500 |
| Mar 2013 | $672.7M | $478.4M | $194.2M | 24 | 500 |
| Nov 2012 | $588.7M | $398.1M | $190.6M | 20 | 500 |
| Apr 2012 | $588.7M | $398.1M | $190.6M | 11 | 500 |
| Mar 2012 | $588.7M | $398.1M | $190.6M | 11 | 500 |
| Mar 2010 | $444.1M | $291.3M | $152.8M | -- | -- |
| Feb 2009 | $388.1M | $265.1M | $122.9M | -- | -- |
| Mar 2008 | $480.2M | $324.5M | $155.6M | -- | -- |
| Oct 2007 | $398M | $132.3M | $265.7M | -- | -- |
| Feb 2007 | $398M | $132.3M | $265.7M | -- | -- |
| Mar 2006 | $332.1M | $78.3M | $253.8M | -- | -- |
| Sep 2005 | $271.9M | $30.8M | $241.1M | -- | -- |
| Feb 2005 | $271.9M | $30.8M | $241.1M | -- | -- |
| Feb 2005 | $271.9M | $30.8M | $241.1M | -- | -- |
| Nov 2003 | $118.8M | $0 | $118.8M | 10 | -- |
| Nov 2003 | $118.8M | $0 | $118.8M | 10 | -- |
| Apr 2002 | $121.3M | $0 | $121.3M | 10 | -- |
| Mar 2002 | $121.3M | $0 | $121.3M | 10 | -- |
DateNov 2025
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$290.4M
Employees32
Clients5
DateNov 2025
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$290.4M
Employees32
Clients5
DateSep 2025
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$290.4M
Employees32
Clients5
DateJul 2025
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$290.4M
Employees32
Clients5
DateJul 2025
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$290.4M
Employees32
Clients5
DateJul 2025
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$290.4M
Employees32
Clients5
DateApr 2025
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$290.4M
Employees32
Clients5
DateFeb 2025
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$290.4M
Employees32
Clients5
DateFeb 2025
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$290.4M
Employees32
Clients5
DateFeb 2025
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$290.4M
Employees32
Clients5
DateJan 2025
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$246.5M
Employees32
Clients5
DateDec 2024
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$246.5M
Employees32
Clients5
DateNov 2024
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$246.5M
Employees32
Clients5
DateOct 2024
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$246.5M
Employees32
Clients5
DateAug 2024
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$246.5M
Employees32
Clients5
DateMar 2024
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$246.5M
Employees32
Clients5
DateMar 2024
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$246.5M
Employees32
Clients5
DateOct 2023
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$225.1M
Employees30
Clients6
DateApr 2023
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$225.1M
Employees30
Clients6
DateMar 2023
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$225.1M
Employees30
Clients6
DateNov 2022
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$306.5M
Employees28
Clients9
DateAug 2022
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$306.5M
Employees28
Clients9
DateAug 2022
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$306.5M
Employees28
Clients9
DateJun 2022
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$306.5M
Employees28
Clients9
DateApr 2022
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$306.5M
Employees28
Clients9
DateApr 2022
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$306.5M
Employees28
Clients9
DateApr 2022
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$306.5M
Employees28
Clients9
DateMar 2022
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$306.5M
Employees28
Clients9
DateMar 2022
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$306.5M
Employees28
Clients9
DateDec 2021
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$332.7M
Employees29
Clients4
DateMay 2021
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$332.7M
Employees29
Clients4
DateMar 2021
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$332.7M
Employees29
Clients4
DateAug 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$256.1M
Employees28
Clients4
DateJun 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$256.1M
Employees28
Clients4
DateMay 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$256.1M
Employees28
Clients4
DateMar 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$256.1M
Employees28
Clients4
DateNov 2019
Total AUM$1.1B
Discretionary$938.7M
Non-Disc.$208.5M
Employees28
Clients4
DateMar 2019
Total AUM$1.1B
Discretionary$938.7M
Non-Disc.$208.5M
Employees28
Clients4
DateOct 2018
Total AUM$1.2B
Discretionary$971.4M
Non-Disc.$218.1M
Employees27
Clients0
DateJul 2018
Total AUM$1.2B
Discretionary$971.4M
Non-Disc.$218.1M
Employees27
Clients0
DateApr 2018
Total AUM$1.2B
Discretionary$971.4M
Non-Disc.$218.1M
Employees27
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$971.4M
Non-Disc.$218.1M
Employees27
Clients0
DateNov 2017
Total AUM$1B
Discretionary$820.8M
Non-Disc.$199.2M
Employees27
Clients0
DateJul 2017
Total AUM$1B
Discretionary$820.8M
Non-Disc.$199.2M
Employees27
Clients700
DateMay 2017
Total AUM$1B
Discretionary$820.8M
Non-Disc.$199.2M
Employees27
Clients700
DateFeb 2017
Total AUM$1B
Discretionary$820.8M
Non-Disc.$199.2M
Employees27
Clients700
DateFeb 2017
Total AUM$1B
Discretionary$820.8M
Non-Disc.$199.2M
Employees27
Clients700
DateJan 2017
Total AUM$1B
Discretionary$820.8M
Non-Disc.$199.2M
Employees27
Clients700
DateNov 2016
Total AUM$895.1M
Discretionary$709.8M
Non-Disc.$185.3M
Employees26
Clients700
DateMar 2016
Total AUM$895.1M
Discretionary$709.8M
Non-Disc.$185.3M
Employees26
Clients700
DateJan 2016
Total AUM$900.2M
Discretionary$703.3M
Non-Disc.$197M
Employees24
Clients600
DateMar 2015
Total AUM$900.2M
Discretionary$703.3M
Non-Disc.$197M
Employees24
Clients600
DateJan 2015
Total AUM$900.2M
Discretionary$703.3M
Non-Disc.$197M
Employees24
Clients600
DateMar 2014
Total AUM$814.7M
Discretionary$605.7M
Non-Disc.$209M
Employees24
Clients600
DateSep 2013
Total AUM$672.7M
Discretionary$478.4M
Non-Disc.$194.2M
Employees24
Clients500
DateAug 2013
Total AUM$672.7M
Discretionary$478.4M
Non-Disc.$194.2M
Employees24
Clients500
DateAug 2013
Total AUM$672.7M
Discretionary$478.4M
Non-Disc.$194.2M
Employees24
Clients500
DateMar 2013
Total AUM$672.7M
Discretionary$478.4M
Non-Disc.$194.2M
Employees24
Clients500
DateNov 2012
Total AUM$588.7M
Discretionary$398.1M
Non-Disc.$190.6M
Employees20
Clients500
DateApr 2012
Total AUM$588.7M
Discretionary$398.1M
Non-Disc.$190.6M
Employees11
Clients500
DateMar 2012
Total AUM$588.7M
Discretionary$398.1M
Non-Disc.$190.6M
Employees11
Clients500
DateMar 2010
Total AUM$444.1M
Discretionary$291.3M
Non-Disc.$152.8M
Employees--
Clients--
DateFeb 2009
Total AUM$388.1M
Discretionary$265.1M
Non-Disc.$122.9M
Employees--
Clients--
DateMar 2008
Total AUM$480.2M
Discretionary$324.5M
Non-Disc.$155.6M
Employees--
Clients--
DateOct 2007
Total AUM$398M
Discretionary$132.3M
Non-Disc.$265.7M
Employees--
Clients--
DateFeb 2007
Total AUM$398M
Discretionary$132.3M
Non-Disc.$265.7M
Employees--
Clients--
DateMar 2006
Total AUM$332.1M
Discretionary$78.3M
Non-Disc.$253.8M
Employees--
Clients--
DateSep 2005
Total AUM$271.9M
Discretionary$30.8M
Non-Disc.$241.1M
Employees--
Clients--
DateFeb 2005
Total AUM$271.9M
Discretionary$30.8M
Non-Disc.$241.1M
Employees--
Clients--
DateFeb 2005
Total AUM$271.9M
Discretionary$30.8M
Non-Disc.$241.1M
Employees--
Clients--
DateNov 2003
Total AUM$118.8M
Discretionary$0
Non-Disc.$118.8M
Employees10
Clients--
DateNov 2003
Total AUM$118.8M
Discretionary$0
Non-Disc.$118.8M
Employees10
Clients--
DateApr 2002
Total AUM$121.3M
Discretionary$0
Non-Disc.$121.3M
Employees10
Clients--
DateMar 2002
Total AUM$121.3M
Discretionary$0
Non-Disc.$121.3M
Employees10
Clients--