Summit Financial Advisors, Inc.

CRD 145007 · Middletown, OH · $232.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 145007
SEC number: 801-96206
Firm type: RIA
Assets under management: $232.8M as of Jun 9, 2026
Website: sfadvisorsinc.com ↗
Phone: 513-424-6300
Address: 300 N. Main Street, Middletown, OH, 45042

Advisors at this firm

5 in our index · page 1 of 1

Peter Benjamin MillerCRD 4709231 · Lebanon, OH

IA Registered
Roger Lowell MillerCRD 852164 · Lebanon, OH

IA Registered
Dennis Paul VitoriCRD 852176 · Middletown, OH

IA Registered

Disclosure event(s) on record
Ellen Marie WeedCRD 4712621 · Middletown, OH

IA Registered
Matthew Allen WeedCRD 5112691 · Middletown, OH

IA Registered

Source & corrections

Where this page comes from

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