SUMMIT FINANCIAL ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$232,826,293
Discretionary
$230,951,737
Non-discretionary
$1,874,556
Firm details
- CRD number
- 145007
- SEC file number
- 801-96206
- Main office
- MIDDLETOWN, OH, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://SFADVISORSINC.COM
- Fee structure
-
Percentage of AUM Fixed fees Commissions
As of November 2026.