Summit Financial Strategies Inc
- Regulatory AUM
- $2.3B
- Discretionary
- $2.1B
- Clients
- 1,026
- Avg AUM / client
- $2.2M
- Accounts
- 4,149
- Employees
- 35
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 438 | $217M | 9.42% |
| High net worth individuals | 575 | $2.1B | 89.1% |
| Pension and profit sharing plans | 8 | $20.3M | 0.88% |
| Charitable organizations | 5 | $14.8M | 0.64% |
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Samantha Alise Lyman Macchia | President/Chief Executive Officer | CFP Chartered Financial Consultant | Jan 2001 (26y) | 10% – 25% |
| Brian Todd Sutliff | Vice President/Chief Marketing Officer | CFP Chartered Financial Consultant | Jan 2005 (22y) | 10% – 25% |
| Hurley, Liam, John | Vice President | Jan 2005 (22y) | 10% – 25% | |
| Wendy S Trout | Vice President | CFP | Jun 2006 (20y) | 10% – 25% |
| Michael Robert Scherer | Vice President/Treasurer/Chief Financial Officer | CFP | May 2011 (15y) | 10% – 25% |
| Timothy William Swain | Chief Operations Officer | CFP | Apr 2013 (13y) | 10% – 25% |
| Luke Jared Salcone | Chief Compliance Officer | CFP | Sep 2015 (11y) | Less than 5% |
| Steven Adam Cavalieri | Chief Investment Officer | CFP CFA | Oct 2023 (3y) | Less than 5% |
| Joseph Michael Reardon | Registered representative | CFP | Sep 2002 (24y) | |
| Mark Steven Coffey | Registered representative | CFP | Jul 2010 (16y) | |
| Benjamin Ian Skinner | Registered representative | CFP | Jul 2016 (10y) | |
| Austen Smith Harrison | Registered representative | CFP | Jan 2019 (8y) | |
| Benjamin William Murray | Registered representative | CFP | Nov 2019 (7y) | |
| Hannah Fetterman Fitzpatrick | Registered representative | CFP | Dec 2021 (5y) | |
| Summer Rose Irene Anderson | Registered representative | CFP | Dec 2021 (5y) | |
| Kate Amorette Coghill | Registered representative | CFP | Dec 2022 (4y) | |
| Roman Korolchuk | Registered representative | CFP | Dec 2022 (4y) | |
| Christopher Stanley Bartkowski | Registered representative | CFP CFA | Jun 2024 (2y) | |
| Todd David Anderson | Registered representative | Nov 2025 (1y) | ||
| Keegan Ehrsam Van Meter | Registered representative | CFP | Dec 2025 (1y) | |
| Samuel Thomas La Vielle | Registered representative | CFP | Dec 2025 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 973 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (76% of AUM) Feb 2026
- National Financial Services (Fidelity) $353M (15% of AUM) Feb 2026
- Fidelity Investments $240M (14% of AUM) Nov 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗