# Triple Summit Advisors, LLC

> Triple Summit Advisors, LLC is an SEC-registered investment advisory firm in Newton, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 282764
- Filed as: TRIPLE SUMMIT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newton, MA
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282764
- AdvisorCensus page: https://advisorcensus.com/firm/triple-summit-advisors-llc-newton-ma-282764

## Quick answers

**How is Triple Summit Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Triple Summit Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Triple Summit Advisors, LLC located?**
Triple Summit Advisors, LLC's principal office is in Newton, MA, according to its Form ADV.

**Is Triple Summit Advisors, LLC registered with the SEC or a state?**
Triple Summit Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 282764.

**How much does Triple Summit Advisors, LLC manage?**
Triple Summit Advisors, LLC reports $108,473,568 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary).

**What types of clients does Triple Summit Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (133); high net worth individuals (36); charitable organizations (3).

**Which custodians does Triple Summit Advisors, LLC use?**
Triple Summit Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Triple Summit Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282764

**Does Triple Summit Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 7, 2026 says: "Generally we require that clients have a minimum opening balance of $250,000. However, we may waive that minimum at our sole discretion."

**What changed in Triple Summit Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated April 7, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Generally we require that clients have a minimum opening balance of $250,000. However, we may waive that minimum at our sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $108,473,568
- Discretionary: $108,473,568
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 133 | $36,187,444 |
| High net worth individuals | 36 | $68,682,455 |
| Charitable organizations | 3 | $3,603,669 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, MA, NJ, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- triplesummit.com
- triplesummitadvisors.com
- Facebook @triplesummitadvisors
- LinkedIn @7950941
- X @triplesummit
- YouTube @triplesummitadvisorsllc1574

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triple Summit Advisors, LLC (CRD 282764): Form ADV filing data as of October 2026.