Summit Financial Advisors, Inc.
Summit Financial Advisors, Inc. is an SEC-registered wealth manager in Middletown, OH with $232.8M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Summit Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145007, SEC 801-96206, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $232.8M (2026-06-09)
- Firm type
- Wealth Manager
- Location
- Middletown, OH
- Employees
- 4
- Clients
- 139
- CRD
- 145007
- Ownership
- WEED, ELLEN, MARIE; WEED, MATTHEW, ALLEN; MILLER, ROGER, LOWELL; MILLER, PETER, BENJAMIN
How much AUM does Summit Financial Advisors, Inc. have?
Summit Financial Advisors, Inc. reported $232.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Summit Financial Advisors, Inc.?
Disclosed owners and executives of Summit Financial Advisors, Inc. include WEED, ELLEN, MARIE, WEED, MATTHEW, ALLEN, MILLER, ROGER, LOWELL, MILLER, PETER, BENJAMIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.