Chief Compliance Officer

0001172661-23-001742.txt : 20230421 0001172661-23-001742.hdr.sgml : 20230421 20230421134700 ACCESSION NUMBER: 0001172661-23-001742 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230421 DATE AS OF CHANGE: 20230421 EFFECTIVENESS DATE: 20230421 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: 23835742 BUSINESS ADDRESS: STREET 1: 4111 WORTH AVE. #510 CITY: COLUMBUS STATE: OH ZIP: 43219-3599 BUSINESS PHONE: 614-885-1115 MAIL ADDRESS: STREET 1: 4111 WORTH AVE. #510 CITY: COLUMBUS STATE: OH ZIP: 43219-3599 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001625246 XXXXXXXX 03-31-2023 03-31-2023 false Summit Financial Strategies, Inc.

4111 Worth Ave. #510 Columbus OH 43219-3599

13F HOLDINGS REPORT 028-16537 000110112 801-50616 N Timothy W. Swain Chief Compliance Officer 614-885-1115 /s/ Timothy W. Swain Columbus OH 04-21-2023 0 124 507607536 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1090787 10772 SH SOLE 0 0 10772 ABBVIE INC COM 00287Y109 1052440 6604 SH SOLE 0 0 6604 AGILON HEALTH INC COM 00857U107 752851 31699 SH SOLE 0 0 31699 ALPHABET INC CAP STK CL A 02079K305 720509 6946 SH SOLE 0 0 6946 ALPHABET INC CAP STK CL C 02079K107 254800 2450 SH SOLE 0 0 2450 AMAZON COM INC COM 023135106 842072 8153 SH SOLE 0 0 8153 AMERICAN ELEC PWR CO INC COM 025537101 502952 5528 SH SOLE 0 0 5528 AMGEN INC COM 031162100 338450 1400 SH SOLE 0 0 1400 APPLE INC COM 037833100 10572235 64113 SH SOLE 0 0 64113 APPLIED MATLS INC COM 038222105 680970 5544 SH SOLE 0 0 5544 BANK AMERICA CORP COM 060505104 299760 10481 SH SOLE 0 0 10481 BANK NEW YORK MELLON CORP COM 064058100 383968 8450 SH SOLE 0 0 8450 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11098431 35944 SH SOLE 0 0 35944 CALAMOS CONV & HIGH INCOME F COM SHS 12811P108 180060 16489 SH SOLE 0 0 16489 CARDLYTICS INC COM 14161W105 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