0001172661-21-002141.txt : 20211110 0001172661-21-002141.hdr.sgml : 20211110 20211110094121 ACCESSION NUMBER: 0001172661-21-002141 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211110 DATE AS OF CHANGE: 20211110 EFFECTIVENESS DATE: 20211110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Financial Strategies, Inc. CENTRAL INDEX KEY: 0001625246 IRS NUMBER: 311412791 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16537 FILM NUMBER: 211394781 BUSINESS ADDRESS: STREET 1: 7965 NORTH HIGH STREET, SUITE 350 CITY: COLUMBUS STATE: OH ZIP: 43235-8446 BUSINESS PHONE: 614-885-1115 MAIL ADDRESS: STREET 1: 7965 NORTH HIGH STREET, SUITE 350 CITY: COLUMBUS STATE: OH ZIP: 43235-8446 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001625246 XXXXXXXX 09-30-2021 09-30-2021 false Summit Financial Strategies, Inc.

7965 North High Street, Suite 350 Columbus OH 43235-8446

13F HOLDINGS REPORT 028-16537 N Timothy W. Swain 614-885-1115 /s/ Timothy W. Swain Columbus OH 11-09-2021 0 119 523420 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 2307 13152 SH SOLE 0 0 13152 ABBOTT LABS COM 002824100 1341 11354 SH SOLE 0 0 11354 ABBVIE INC COM 00287Y109 738 6838 SH SOLE 0 0 6838 ALPHABET INC CAP STK CL A 02079K305 850 318 SH SOLE 0 0 318 ALPHABET INC CAP STK CL C 02079K107 386 145 SH SOLE 0 0 145 ALTRIA GROUP INC COM 02209S103 277 6084 SH SOLE 0 0 6084 AMAZON COM INC COM 023135106 984 300 SH SOLE 0 0 300 AMERICAN ELEC PWR CO INC COM 025537101 204 2510 SH SOLE 0 0 2510 AMGEN INC COM 031162100 298 1400 SH SOLE 0 0 1400 APPLE INC COM 037833100 7852 55489 SH SOLE 0 0 55489 APPLIED MATLS INC COM 038222105 686 5330 SH SOLE 0 0 5330 ARK ETF TR GENOMIC REV ETF 00214Q302 363 4852 SH SOLE 0 0 4852 AT&T INC COM 00206R102 313 11580 SH SOLE 0 0 11580 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10658 39048 SH SOLE 0 0 39048 BK OF AMERICA CORP COM 060505104 566 13344 SH SOLE 0 0 13344 BLACKROCK INC COM 09247X101 355 423 SH SOLE 0 0 423 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