Summit Financial Strategies Inc

CRD 110112 · Columbus, OH · $2.3B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 110112
SEC number: 801-50616
Firm type: RIA
Assets under management: $2.3B as of Feb 23, 2026
Website: www.summitfin.com ↗
Phone: 614-885-1115
Address: 4111 Worth Ave., Columbus, OH, 43219-3599

Advisors at this firm

20 in our index · page 1 of 1

Summer Rose Irene AndersonCRD 7456946 · Columbus, OH

IA Registered
Todd David AndersonCRD 4953208 · Columbus, OH

IA Registered
Christopher Stanley BartkowskiCRD 5217072 · Columbus, OH

IA Registered
Mark Steven CoffeyCRD 2121803 · Columbus, OH

IA Registered
Steven Adam CavalieriCRD 7382048 · Columbus, OH

IA Registered
Kate Amorette CoghillCRD 7669837 · Columbus, OH

IA Registered
Hannah Fetterman FitzpatrickCRD 7456965 · Columbus, OH

IA Registered
Austen Smith HarrisonCRD 7059720 · Columbus, OH

IA Registered
Roman KorolchukCRD 7669860 · Columbus, OH

IA Registered
Samuel Thomas LavielleCRD 7390474 · Columbus, OH

IA Registered
Samantha Alise Lyman MacchiaCRD 4362533 · Columbus, OH

IA Registered
Benjamin William MurrayCRD 7190572 · Columbus, OH

IA Registered
Joseph Michael ReardonCRD 2229120 · Columbus, OH

IA Registered
Michael Robert SchererCRD 5920189 · Columbus, OH

IA Registered
Brian Todd SutliffCRD 4404659 · Columbus, OH

IA Registered
Timothy William SwainCRD 6186582 · Columbus, OH

IA Registered
Luke Jared SalconeCRD 6561129 · Columbus, OH

IA Registered
Benjamin Ian SkinnerCRD 6656205 · Columbus, OH

IA Registered
Wendy S TroutCRD 5154084 · Columbus, OH

IA Registered
Keegan Ehrsam VanmeterCRD 8194543 · Columbus, OH

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.