Daniel Irvine
3summit Investment Management · Vienna, Virginia
Daniel Irvine is a fee-only financial advisor at 3summit Investment Management in Vienna, Virginia. 3summit Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | 3summit Investment Management |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $31.3M across 129 accounts |
| SEC registration | Investment adviser representative in CO, VA · CRD 6693047 |
| Exams passed | Series 65 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.3summit.com |
| Profile |
How Daniel's firm compares
- 3summit Investment Management's average account is about $243,000, from its Form ADV (assets managed divided by 129 accounts).
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Questions about Daniel
Is Daniel Irvine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and 3summit Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, 3summit Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Irvine based?
Daniel Irvine is based in Vienna, Virginia.
Is Daniel Irvine registered with the SEC?
Yes. Daniel Irvine is registered as an investment adviser representative in CO and VA (CRD 6693047), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 3summit Investment Management manage?
3summit Investment Management reports $31.3M across 129 accounts in assets under management.
How do I contact Daniel Irvine?
Through Daniel's website, www.3summit.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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