SUMMIT FINANCIAL STRATEGIES INC

CRD 110112File 801-50616

APPROVED

Retail clients

Custody

Filing as of Feb 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.31B

Top 25% of cohort (national)

Discretionary AUM

$2.07B

Non-discretionary $236.5M

Clients

1,026

4,149 accounts

Employees

Top 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Nov 15, 1995
Principal office: 4111 WORTH AVE., #510, COLUMBUS, OH, 43219-3599
Phone: 614-885-1115
Website: HTTP://WWW.SUMMITFIN.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.31B
Discretionary AUM: $2.07B
Non-discretionary AUM: $236.5M
Discretionary accounts: 3,812
Non-discretionary accounts: 337
Total accounts: 4,149
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	5	$14.8M
High net worth individuals	575	$2.05B
Pension and profit sharing plans	8	$20.3M
Individuals (other than high net worth individuals)	438	$217.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.