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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Summit Financial Strategies have?","answer":"Summit Financial Strategies has 22 investment adviser representatives registered with state securities authorities, out of 37 employees, and 31 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Summit Financial Strategies invest in?","answer":"At the end of its last fiscal year, Summit Financial Strategies’ separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 5% cash and equivalents and 1% other. 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