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Summit Financial Strategies, Inc.
Summit Financial Strategies, Inc. is a fee-only registered investment advisory firm headquartered in Columbus, Ohio. Founded in 1994, Summit serves individuals, families, and charitable organizations, providing comprehensive investment advisory, wealth management, and financial planning services. The firm employs 32 people, with a majority engaged directly in investment advisory roles. Summit is committed to a fiduciary standard, with advisors who sign a fiduciary oath and offer client-focused solutions.
Investment Strategy
Summit Financial Strategies employs fundamental and cyclical security analysis to build individualized portfolios aligned with client objectives. Their investment approach leverages both long-term and short-term purchases, trading strategies, short sales, margin transactions, and options. The firm offers both fully discretionary and non-discretionary asset management, prioritizing diversification and risk-adjusted returns in client portfolios. Summit is a fee-only provider, acting solely in the best interests of clients and offering wealth management, financial planning, and tailored investment advice.
Latest 13F Filing Activity
Summit Financial Strategies, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 158 equity positions with a total 13F market value of $1B. The fund increased holdings in Ishares TR, J P Morgan Exchange Traded F, Packaging Corp. Amer among other positions. Summit Financial Strategies, Inc. reduced exposure to Civista Bancshares Inc., Bank America Corp., Schwab Strategic TR among others.
Top Holdings
Equity Positions (158)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFIC | DIMENSIONAL ETF TRUST | 10.81% | $126.1M | 3,845,476 | $20.63 | $32.79 | +$6.6M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 9.29% | $108.4M | 2,279,496 | $47.03 | $47.55 | +$7.3M |
I IVV | ISHARES TR | 8.16% | $95.1M | 142,156 | $302.58 | $669.30 | +$10.0M |
F FBND | FIDELITY MERRIMACK STR TR | 7.95% | $92.7M | 2,005,230 | $45.14 | $46.24 | +$3.6M |
S SCHB | SCHWAB STRATEGIC TR | 7.81% | $91.1M | 3,542,152 | $12.11 | $25.71 | +$3.0M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Data Manager and Trader | Westerville, OH , United States | |
Z Zoe Donohue | Database Manager and Trader | Columbus, OH , United States |
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