SUMMIT FINANCIAL STRATEGIES INC
SEC file number 801-50616
· COLUMBUS, OH
https://summitstrategies.us ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.78B
Discretionary AUM
$1.53B
Employees
32
Clients
5
Firm
- Address
- 4111 WORTH AVE.
COLUMBUS, OH 43219-3599 - Phone
- —
- Website
- https://summitstrategies.us
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- EJF Financial Debt Strategies Fund LP Medium name-match confidence · CIK 2014766 · VA
- Financial Edge Strategic Fund, L.P. Medium name-match confidence · CIK 1459175 · FL
- Stratus Financial LLC Medium name-match confidence · CIK 2041144 · CA
- BASSWOOD STRATEGIC FINANCIAL FUND, L.P. Medium name-match confidence · CIK 1878244 · NY
- EJF Financial Debt Strategies Offshore Fund LP Medium name-match confidence · CIK 2014759 · VA
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EJF Financial Debt Strategies Offshore Fund LP · D/A · Mar 12, 2026
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EJF Financial Debt Strategies Fund LP · D/A · Mar 12, 2026
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Financial Edge Strategic Fund, L.P. · D/A · Mar 10, 2026
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BASSWOOD STRATEGIC FINANCIAL FUND, L.P. · D/A · Jan 21, 2026
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Financial Edge Strategic Fund, L.P. · D/A · Mar 13, 2025
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EJF Financial Debt Strategies Offshore Fund LP · D/A · Mar 12, 2025
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EJF Financial Debt Strategies Fund LP · D/A · Mar 12, 2025
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Stratus Financial LLC · D · Feb 10, 2025$100M
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BASSWOOD STRATEGIC FINANCIAL FUND, L.P. · D/A · Jan 21, 2025