3Summit Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,605,961
Clients
99
Advisors
3
across 2 offices
About
3Summit provides advisory services to individuals (including high‑net‑worth clients), charitable organizations, companies and retirement plan sponsors, and also works with other investment advisers. Services include ongoing portfolio management, non‑discretionary retirement plan consulting (acting as a fiduciary under ERISA Section 3(38) for plan sponsors), sub‑advisory arrangements, and hourly bookkeeping and business‑financial consulting for small‑business clients.
The firm produces a written Investment Policy Statement for each client and uses proprietary portfolio‑management software and model portfolios to tailor allocations to individual goals, time horizons and risk tolerances, with continuous monitoring and the option to use portfolio partitioning. Its methods combine modern portfolio theory, fundamental and quantitative analysis, charting and cyclical analysis, and it invests across mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income and limited options strategies (covered and spread positions; no short or naked options).
What distinguishes 3Summit from many peers is the integration of advisory services with accounting and small‑business financial reporting and consulting, an offering that is relatively uncommon among supported firms. The firm also provides sub‑adviser services, employs options within a defined risk framework, and typically recommends Interactive Brokers for custody and trade execution.
Client services
Expertise
Occupation focus
Fee options
1.25% annually
$50 to $550 per hour
Account minimum: $500,000
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 with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Gordian Investments, Foreside Fund Services, and Wakefield Advisors. Outside of his advisory role, he is involved with Levinate, LLC, a business he has been associated with since 2012. 3Summit Investment Management is a team-based registered investment adviser serving individuals, charitable organizations, companies, and other advisers. The firm manages around $25 million in client assets across approximately 95 relationships, offering discretionary and non-discretionary portfolio management, customized investment strategies, and sub-advisory services.
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 a Series 65 designation and has worked at Wells Capital Management, Inc. and both entities of 3Summit since 2010. He serves as Chairman of the Board of Trustees for PHILLIPS Programs and is a board member of SpringForward, both nonprofit organizations in Washington, DC. 3Summit Investment Management is a team-based registered investment adviser serving individuals, charitable organizations, companies, and other advisers. The firm manages approximately $25 million in client assets using customized portfolios developed through proprietary software, combining multiple investment approaches and offering both discretionary and non-discretionary management.
Alexey B
CFP®, Series 65
Vienna, VA
3Summit Investment Management, LLC
Alexey Belkin is a CFP® with five years of industry experience, currently serving at 3Summit Investment Management, LLC since 2020. He previously worked at Kapital Asset Management LLC for ten years and has been the director and investment manager of The Avalon Fund, a private balanced fund registered in the Cayman Islands, since 1997. 3Summit Investment Management is a team-based registered investment adviser serving individuals, charitable organizations, companies, and other advisers. The firm manages approximately $25 million across 95 client relationships, offering customized portfolio management using proprietary software, model portfolios, and a range of investment strategies including long-term equity and fixed income.
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