3chopt Investment Partners LLC

3chopt Investment Partners LLC (CRD# 319125) is a financial advisory firm headquartered in Richmond, VA. They manage $628,525,063 in 412 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1801 Libbie Avenue; Suite 106, Richmond, VA 23226
https://www.3choptinvest.com
By the Numbers
  • Total Assets Under Management
    629
    MILLION
  • Total Number of Accounts
    412
    ACCOUNTS
  • Average Account Value
    $1,525,546
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NC, VA

Financial Advisors at 3chopt Investment Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Stuart Dillard, financial advisor Richmond VA
Stuart P. Dillard
CRD#: 4217314
1801 Libbie Avenue; Suite 106, Richmond, VA 23226

Stuart Dillard (CRD# 4217314) is an Investment Advisor Representative working at 3chopt Investment Partners LLC in Richmond, VA and has over 23 years of experience in the finance industry.

2
Scott Storey, financial advisor Richmond VA
Scott J. Storey
CRD#: 4406693
1801 Libbie Avenue; Suite 106, Richmond, VA 23226

Scott Storey (CRD# 4406693) is an Investment Advisor Representative working at 3chopt Investment Partners LLC in Richmond, VA and has over 20 years of experience in the finance industry.

3
William Thomas, financial advisor Richmond VA
William M. Thomas
CRD#: 7411901
1801 Libbie Avenue; Suite 106, Richmond, VA 23226

William Thomas (CRD# 7411901) is an Investment Advisor Representative working at 3chopt Investment Partners LLC in Richmond, VA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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