SUMMIT FINANCIAL ADVISORS, INC.
CRD #145007 SEC #801-96206 MIDDLETOWN, OH 513-424-6300
SEC Registered Disclosures
Total AUM
$199.4M
Discretionary
$197.5M
Employees
4
Clients
101
Accounts
426
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $199.4M | $197.5M | $1.8M | 4 | 2 |
| May 2024 | $188.8M | $186.4M | $2.5M | 4 | 2 |
| Jun 2023 | $173.3M | $169.6M | $3.7M | 4 | 2 |
| Jun 2022 | $166.9M | $163.5M | $3.4M | 4 | 2 |
| Aug 2021 | $163.7M | $160.1M | $3.6M | 4 | 2 |
| Jul 2021 | $163.7M | $160.1M | $3.6M | 4 | 2 |
| Jun 2021 | $163.7M | $160.1M | $3.6M | 4 | 2 |
| Feb 2021 | $139.7M | $136.4M | $3.3M | 4 | 39 |
| Jun 2020 | $139.7M | $136.4M | $3.3M | 4 | 39 |
| Jun 2019 | $138.1M | $135.5M | $2.6M | 4 | 39 |
| May 2018 | $145.7M | $142.3M | $3.3M | 4 | 39 |
| Jun 2017 | $137.9M | $129.6M | $8.3M | 4 | 100 |
| Jun 2016 | $120M | $107.4M | $12.5M | 4 | 100 |
| Sep 2015 | $120.9M | $0 | $120.9M | 4 | 100 |
| Apr 2015 | $120.9M | $0 | $120.9M | 4 | 100 |
DateJun 2025
Total AUM$199.4M
Discretionary$197.5M
Non-Disc.$1.8M
Employees4
Clients2
DateMay 2024
Total AUM$188.8M
Discretionary$186.4M
Non-Disc.$2.5M
Employees4
Clients2
DateJun 2023
Total AUM$173.3M
Discretionary$169.6M
Non-Disc.$3.7M
Employees4
Clients2
DateJun 2022
Total AUM$166.9M
Discretionary$163.5M
Non-Disc.$3.4M
Employees4
Clients2
DateAug 2021
Total AUM$163.7M
Discretionary$160.1M
Non-Disc.$3.6M
Employees4
Clients2
DateJul 2021
Total AUM$163.7M
Discretionary$160.1M
Non-Disc.$3.6M
Employees4
Clients2
DateJun 2021
Total AUM$163.7M
Discretionary$160.1M
Non-Disc.$3.6M
Employees4
Clients2
DateFeb 2021
Total AUM$139.7M
Discretionary$136.4M
Non-Disc.$3.3M
Employees4
Clients39
DateJun 2020
Total AUM$139.7M
Discretionary$136.4M
Non-Disc.$3.3M
Employees4
Clients39
DateJun 2019
Total AUM$138.1M
Discretionary$135.5M
Non-Disc.$2.6M
Employees4
Clients39
DateMay 2018
Total AUM$145.7M
Discretionary$142.3M
Non-Disc.$3.3M
Employees4
Clients39
DateJun 2017
Total AUM$137.9M
Discretionary$129.6M
Non-Disc.$8.3M
Employees4
Clients100
DateJun 2016
Total AUM$120M
Discretionary$107.4M
Non-Disc.$12.5M
Employees4
Clients100
DateSep 2015
Total AUM$120.9M
Discretionary$0
Non-Disc.$120.9M
Employees4
Clients100
DateApr 2015
Total AUM$120.9M
Discretionary$0
Non-Disc.$120.9M
Employees4
Clients100