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Financial Advisor Directory › Ohio › Summit Financial Advisors, Inc.

Summit Financial Advisors, Inc.

Middletown, Ohio
Registered with the U.S. Securities and Exchange Commission · CRD #145007 · Form ADV last filed June 9, 2026

SEC-registered Charges on assets Financial planning 2 disclosures

Visit firm website Official SEC record

Assets under management

$232.8M

Larger than 62.2% of U.S. firms

Clients

139

417 accounts

Average per client

$1.7M

Assets divided by clients

Staff

4

4 give advice

Assets per employee

$58.2M

A rough capacity measure

Who they work with

Individuals 91 High net worth 47

101-250 of its clients receive financial planning services.

How they get paid

Summit Financial Advisors, Inc. reports charging a percentage of the assets they manage for you, commissions and performance-based fees.

Note: this firm can be paid commissions on products it sells, which is a conflict of interest worth asking about.

Financial planningYes

Portfolio management for individualsYes

Pension and 401(k) consultingYes

Disclosure history

Summit Financial Advisors, Inc. answered yes to 2 of the disciplinary questions on Form ADV Item 11. A disclosure is not by itself a finding of wrongdoing, and it may relate to the firm or to a person associated with it, sometimes many years ago.

SEC or CFTC found a regulation violationReported

SEC or CFTC imposed a civil penalty or cease-and-desistReported

Read the full detail in the firm’s official SEC record before drawing any conclusion.

Firm details

Legal nameSummit Financial Advisors, Inc.

CRD number145007

Organised asCorporation

Registration statusApproved

Main office300 N. Main Street Suite 500

Phone(513) 424-6300

Custody of client assetsNo

Similar firms in Ohio

Clutterbuck Capital Management LLC $233.4M Fountain Square Asset Management $233.7M Crew Capital Management, LTD. $235.4M Rightwealth Advisors, LLC $229.3M Nvest Wealth Strategies, Inc. $236.7M Lighthouse Wealth Management, Inc. $237.6M

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Every figure on this page is taken from Summit Financial Advisors, Inc.’s own Form ADV Part 1 filing with the SEC, last filed June 9, 2026. Retirely does not verify these figures and is not affiliated with this firm. Nothing here is advice or a recommendation to hire or avoid any adviser. Confirm the current record at adviserinfo.sec.gov.