| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Todd Sutliff Control | Vice President/Chief Marketing Officer | 10-25% | 2005 |
| Liam John Hurley | Shareholder | 5-10% | 2005 |
| Luke Jared Salcone Control | Chief Compliance Officer | Under 5% | 2024 |
Summit Financial Strategies Inc reports $2.1 billion in regulatory assets under management on its Form ADV.
Summit Financial Strategies Inc reports 32 employees.
Summit Financial Strategies Inc is based in Columbus, OH and has been SEC-registered since 1995.
Summit Financial Strategies Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4111 Worth Ave., #510, Columbus, OH 43219-3599 |
| Phone | 614-885-1115 |
| Fax | 614-885-1495 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.76B |
| Non-discretionary | $290.4M |
| Total (RAUM) | $2.05B |