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SUMMIT FINANCIAL ADVISORS, INC.

CRD 145007 · SEC 801-96206

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300 N. MAIN STREET, SUITE 500, MIDDLETOWN, OH, 45042, United States

Phone

513-424-6300

Fax

513-424-1156

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$232.8M

Discretionary AUM

$231.0M

Team

4 total employees; 4 advisory reps; 2 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees; Commissions

Org form

Corporation

Filing date

2026-06-09

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals91$24.1M
High net worth individuals47$207.2M

States served

CA, OH

All web addresses on file

Official SEC filing: View on IAPD