3chopt Investment Partners LLC
● SEC registered since 2022CRD 319125SEC# 801-123462Richmond, VA
Reg. AUM
$889.4M
Employees
7
Accounts
645
Location
Richmond, VA
3chopt Investment Partners LLC assets under management
3chopt Investment Partners LLC is an investment advisory firm registered with the SEC based in Richmond, VA. The firm has been registered since 2022. It reports $889.4 million in regulatory assets under management and employs 7 people.
3chopt Investment Partners LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Jordan Storey Control | Managing Director | 50-75% | 2022 |
| Stuart Preston Dillard Control | Managing Director | 50-75% | 2022 |
| William M. Thomas Control | Director Of Operations & Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does 3chopt Investment Partners LLC manage?
3chopt Investment Partners LLC reports $889.4 million in regulatory assets under management on its Form ADV.
How many employees does 3chopt Investment Partners LLC have?
3chopt Investment Partners LLC reports 7 employees.
Where is 3chopt Investment Partners LLC located?
3chopt Investment Partners LLC is based in Richmond, VA and has been SEC-registered since 2022.
Does 3chopt Investment Partners LLC disclose fund performance?
3chopt Investment Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1801 Libbie Avenue; Suite 106, Richmond, VA 23226 |
| Phone | 804-401-1840 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$889.4M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$889.4Mregulatory AUM
Discretionary $883.6MNon-discretionary $5.8M