RIA Intel›Advisers›Virginia›3SUMMIT INVESTMENT MANAGEMENT, LLC

3SUMMIT INVESTMENT MANAGEMENT, LLC

Advisory

VIENNA, VA

Data as of Mar 29, 2026 · Source: SEC Form ADV

Average account
$246K
across 115 accounts
AUM per adviser
$9M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM
$28M
Discretionary %
98.5%
Clients
103
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$430K
Discretionary %98.5%
Total Clients103
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

JOHNSON CAPITAL MANAGEMENT INC
FAIRFAX, VA
$28M
-16.0% 1Y
PATHWAY FINANCIAL PLANNING, INC.
NEWPORT NEWS, VA
$28M
PEACELINK FINANCIAL PLANNING LLC
VIRGINIA BEACH, VA
$28M
TYTON WEALTH MANAGEMENT LLC
NORFOLK, VA
$28M
OLD DOMINION FINANCIAL ADVISORS, LTD.
LYNCHBURG, VA
$28M
INVESTMENT SECURITY GROUP, LLC
VIRGINIA BEACH, VA
$28M
-30.0% 1Y

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