Dakota
Dakota
Book a Demo
Talk to an Expert

Summit Financial Strategies

EST. AUM
$2,306,536,262

CONTACTS
11

CLIENT ACCOUNTS
4,149

Firm Details

Metro area Columbus
CRD Number 110112
Website summitfin.com
Client types

Overview

Summit Financial Strategies is a $1.3B RIA in Columbus, OH that mainly follows a core/satellite investment approach. They do have internal ETF models called eSummit, which are driven by Schwab's Institutional Intelligent Portfolios. US Small Cap has been area that Summit has used active management for in the past. Summit uses Schwab as a custodian.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy