Key facts
- SUMMIT FINANCIAL ADVISORS, INC. is a other based in MIDDLETOWN, OH.
Registered with the SEC
Form ADV · 2025-06 · CRD 145007- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 4
- Registered office
- MIDDLETOWN, OH
- SEC status
- Approved
Discloses a disciplinary history on Form ADV.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for SUMMIT FINANCIAL ADVISORS, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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