Advisor at 3Summit Investment Management, LLC
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Firm
3Summit Investment Management, LLC
Location
Vienna, VA 22182
Credentials
CFP®, Series 65
Industry experience
5 years
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.
Based on 3Summit Investment Management, LLC
Based on 3Summit Investment Management, LLC
1.25% annually
Account minimum: $500,000
8245 Boone Blvd., Suite 590
Vienna, VA 22182
Virginia
3Summit Investment Management, L.L.C.
2020 - Present (6 years)
Kapital Asset Management LLC
2009 - 2019 (10 years)
The Avalon Fund
1997 - Present (29 years)
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David N. Hainsworth, C.P.A., P.C.
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