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3CHOPT INVESTMENT PARTNERS LLC
CRD 319125File 801-123462
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$889.4M
Above cohort median (national)
Discretionary AUM
$883.6M
Non-discretionary $5.8M
Clients
236
645 accounts
Employees
7
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 18, 2022
- Principal office
- 1801 LIBBIE AVENUE; SUITE 106, RICHMOND, VA, 23226
- Phone
- 804-401-1840
- Website
- https://www.3choptinvest.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $889.4M
- Discretionary AUM
- $883.6M
- Non-discretionary AUM
- $5.8M
- Discretionary accounts
- 639
- Non-discretionary accounts
- 6
- Total accounts
- 645
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.5M |
| High net worth individuals | 144 | $864.2M |
| Individuals (other than high net worth individuals) | 91 | $21.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.