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Firm profile

Summit Financial Strategies Inc.

COLUMBUS, OHCRD 110112Latest ADV February 23, 2026

Summit Financial Strategies Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Columbus, OH. Its latest Form ADV filing, dated February 23, 2026, reports $2.3B in regulatory assets under management, 35 employees, and 4,149 accounts.

Assets Under Management
$2.3B
Employees
35
Offices
--
Total Clients
1,026
Primary office
COLUMBUS, OH
4111 WORTH AVE., #510, COLUMBUS, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOSamantha A. L. Macchia
CCOLuke J. Salcone
CFOMichael R. Scherer

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 56.0% of total clients.
Top client categories% of clientsClients
1
HNWI
56.0%
575
2
Individuals
42.7%
438
3
Pension Plans
0.8%
8
4
Charitable
0.5%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.3Bas of February 23, 2026
Discretionary89.7%
$2.1B
90% of total RAUM89.7%
Non-discretionary10.3%
$236M
10% of total RAUM10.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.3B
Total Accounts4,149
10Y AUM Change+$1.3B (+126.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees35
Clients per Employee29:1
10Y Employee Change+8 (+29.6%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.