# SUMMIT FINANCIAL STRATEGIES INC

SUMMIT FINANCIAL STRATEGIES INC of COLUMBUS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 110112
- Type: SEC-registered investment adviser
- SEC file number: 801-50616
- Location: 4111 WORTH AVE., #510, COLUMBUS, OH, 43219-3599
- Phone: 614-885-1115
- Latest filing: 2026-02-23
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $236.5M
- Clients: 35
- Accounts: 4,149

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Samantha Alise Lyman Macchia | PRESIDENT/CHIEF EXECUTIVE OFFICER | — |
| Brian Todd Sutliff | VICE PRESIDENT/CHIEF MARKETING OFFICER | — |
| Liam John Hurley | SHAREHOLDER; VICE PRESIDENT | — |
| Timothy William Swain | CHIEF OPERATIONS OFFICER | — |
| Wendy S Trout | VICE PRESIDENT | — |
| Michael Robert Scherer | VICE PRESIDENT/TREASURER/CHIEF FINANCIAL OFFICER | — |
| Steven Adam Cavalieri | CHIEF INVESTMENT OFFICER | — |
| Luke Jared Salcone | CHIEF COMPLIANCE OFFICER | — |
| MACCHIA SAMANTHA ALISE LYMAN | PRESIDENT/CHIEF EXECUTIVE OFFICER; VICE PRESIDENT/SECRETARY; VICE PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SANEHOLTZ TED KEVIN | PRESIDENT/TREASURER; PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER; PRESIDENT/TREASURER/CHIEF FINANCIAL OFFICER (+2 more) | — |
| DAVISON THOMAS CORNELL BARRINGER | VICE PRESIDENT; VICE PRESIDENT/CHIEF TECHNOLOGY OFFICER/DIRECTOR OF RESEARCH AND SPECIAL PROJECTS | — |
| SUTLIFF BRIAN TODD | VICE PRESIDENT; VICE PRESIDENT/CHIEF MARKETING OFFICER; VICE PRESIDENT/DIRECTOR OF MARKETING | — |
| HURLEY LIAM JOHN | VICE PRESIDENT; VICE PRESIDENT/CHIEF INVESTMENT OFFICER | — |
| MACCHIA SAMANTHA AL | SECRETARY; VICE PRESIDENT/SECRETARY | — |
| DAVISON THOMAS CB | VICE PRESIDENT | — |
| SWAIN TIMOTHY WILLIAM | CHIEF OPERATIONS OFFICER; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| TROUT WENDY S | VICE PRESIDENT | — |
| SCHERER MICHAEL ROBERT | VICE PRESIDENT; VICE PRESIDENT/TREASURER/CHIEF FINANCIAL OFFICER | — |
| Cavalieri Steven Adam | CHIEF INVESTMENT OFFICER | — |
| Salcone Luke Jared | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110112/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110112/similar
- Related entities: https://search.stillhousedata.com/firm/110112/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110112

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.