Chief Compliance Officer

0001172661-23-003483.txt : 20231024 0001172661-23-003483.hdr.sgml : 20231024 20231024144337 ACCESSION NUMBER: 0001172661-23-003483 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231024 DATE AS OF CHANGE: 20231024 EFFECTIVENESS DATE: 20231024 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: 231342336 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 09-30-2023 09-30-2023 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 10-24-2023 0 129 524984220 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1016038 10491 SH SOLE 0 0 10491 ABBVIE INC COM 00287Y109 952298 6389 SH SOLE 0 0 6389 ABERCROMBIE & FITCH CO CL A 002896207 201635 3577 SH SOLE 0 0 3577 AGILON HEALTH INC COM 00857U107 306023 17231 SH SOLE 0 0 17231 ALPHABET INC CAP STK CL C 02079K107 362588 2750 SH SOLE 0 0 2750 ALPHABET INC CAP STK CL A 02079K305 950829 7266 SH SOLE 0 0 7266 AMAZON COM INC COM 023135106 1020823 8030 SH SOLE 0 0 8030 AMERICAN ELEC PWR CO INC COM 025537101 379234 5042 SH SOLE 0 0 5042 AMGEN INC COM 031162100 376264 1400 SH SOLE 0 0 1400 APPLE INC COM 037833100 12184031 71164 SH SOLE 0 0 71164 APPLIED MATLS INC COM 038222105 767567 5544 SH SOLE 0 0 5544 BANK AMERICA CORP COM 060505104 284885 10405 SH SOLE 0 0 10405 BANK NEW YORK MELLON CORP COM 064058100 360393 8450 SH SOLE 0 0 8450 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12198847 34824 SH SOLE 0 0 34824 CALAMOS CONV & HIGH INCOME F COM SHS 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