3Summit Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$30,672,253
Clients
52
Advisors
3
across 2 offices
About
3Summit Investment Management provides investment advisory and financial planning services to individuals (including high-net-worth clients), charitable organizations, retirement plan sponsors, and other investment advisers. Its offering includes ongoing portfolio management with a written investment policy statement, retirement plan consulting, sub-advisory arrangements, and standalone financial planning.
The firm constructs tailored portfolios using model portfolios and proprietary portfolio software, documenting client objectives, time horizon, and risk tolerance and monitoring accounts continuously with at least annual reviews. 3Summit draws on several methods (fundamental, quantitative, modern portfolio theory, charting and cyclical analysis), implements long‑term equity and fixed‑income strategies as well as options strategies limited to covered and spread positions, and can partition portfolios into separately managed sub-portfolios to meet multiple objectives.
A distinguishing feature of 3Summit is its integration of bookkeeping and financial reporting services for small-business clients—often managing auditors or tax preparers and billing those services hourly—which is atypical among similarly supported advisory firms. The firm also offers sub‑advisory relationships and serves as an ERISA fiduciary for defined contribution plans, combining investment management, plan consulting, and occasional hands‑on accounting support within a small team (three advisors managing approximately $31.3 million in assets).
Client services
Expertise
Occupation focus
Fee options
Financial planning services for non-portfolio management clients at $1,500 per year
1.25% annually (maximum fee)
$50 to $350 per hour depending on service and staff experience
Account minimum: $500,000 (may be waived)
Main office
See office8245 Boone Blvd., Suite 590
Vienna VA 22182
Advisors at this office
2
Offices (2)
Most active in
Colorado · Virginia
Also doing business as
3 Summit Investment Management, L.L.C. · 3 Summit Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Garrett P
Series 66
Denver, CO
3Summit Investment Management, LLC
Garrett Phillips is a financial advisor at 3Summit Investment Management, LLC in Denver, CO, holding a Series 66 designation with nine years of industry experience. His career includes roles at 3Summit Funds, Gordian Investments, and Foreside Fund Services. 3Summit Investment Management serves individuals, charitable organizations, retirement plan sponsors, and other advisers by providing customized portfolio management and financial planning. The firm uses a variety of investment methods and integrates bookkeeping and financial reporting services for small-business clients, combining investment management with plan consulting and accounting support.
Daniel I
Series 65
Vienna, VA
3Summit Investment Management, LLC
Daniel Irvine is a financial advisor at 3Summit Investment Management, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at Wells Capital Management, Inc. and 3Summit Funds, LLC. Outside of his advisory work, he serves as Chairman of the Board of Trustees for PHILLIPS Programs and is a member of the Board of Trustees for SpringForward, both nonprofit organizations based in Washington DC. 3Summit Investment Management provides tailored investment advisory and financial planning services to individuals, charitable organizations, retirement plan sponsors, and other advisers. The firm combines multiple investment methodologies with integrated bookkeeping and financial reporting services, particularly for small-business clients, within a small team managing approximately $31.3 million in assets.
Alexey B
CFP®, Series 65
Vienna, VA
3Summit Investment Management, LLC
Alexey Belkin is a CFP® with six years of experience at 3Summit Investment Management, LLC and a background spanning over a decade at Kapital Asset Management LLC. He has managed The Avalon Fund, a balanced private fund registered in the Cayman Islands, since 1997 and has been its sole manager since 2014. 3Summit Investment Management provides advisory and financial planning services to individuals, charitable organizations, retirement plan sponsors, and other advisers. The firm constructs customized portfolios using a variety of investment methods and offers integrated bookkeeping and financial reporting services for small-business clients.
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