{
  "crd_number": 319125,
  "slug": "3chopt-investment-partners-llc-richmond-va-319125",
  "primary_business_name": "3CHOPT INVESTMENT PARTNERS LLC",
  "legal_name": "3CHOPT INVESTMENT PARTNERS LLC",
  "dbas": [],
  "city": "Richmond",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "40060",
  "metro": {
    "cbsa_code": "40060",
    "common_name": "Richmond",
    "msa_name": "Richmond, VA",
    "path": "/advisors/va/richmond"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-03-18",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 889374393.0,
  "raum_discretionary": 883591663.0,
  "raum_non_discretionary": 5782730.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 3483219.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 21703565.0,
      "count": 91
    },
    "high_net_worth_individuals": {
      "raum": 864187609.0,
      "count": 144
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "MD",
    "NC",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://3choptinvest.com",
    "https://linkedin.com/company/3chopt-investment-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319125",
  "city_as_filed": "RICHMOND",
  "url": "https://advisorcensus.com/firm/3chopt-investment-partners-llc-richmond-va-319125",
  "display_name": "3CHOPT Investment Partners LLC",
  "summary": "3CHOPT Investment Partners LLC is an SEC-registered investment advisory firm in Richmond, VA, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. 3CHOPT Investment Partners LLC (CRD 319125): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is 3CHOPT Investment Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), 3CHOPT Investment Partners LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does 3CHOPT Investment Partners LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Flat fee: $2,500 to $15,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is 3CHOPT Investment Partners LLC located?",
      "a": "3CHOPT Investment Partners LLC's principal office is in Richmond, VA, according to its Form ADV."
    },
    {
      "q": "Is 3CHOPT Investment Partners LLC registered with the SEC or a state?",
      "a": "3CHOPT Investment Partners LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319125."
    },
    {
      "q": "How much does 3CHOPT Investment Partners LLC manage?",
      "a": "3CHOPT Investment Partners LLC reports $889,374,393 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (99% discretionary)."
    },
    {
      "q": "How have 3CHOPT Investment Partners LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for 3CHOPT Investment Partners LLC: Regulatory assets under management: $176,365,962 in the October 2022 data and $889,374,393 in the October 2026 data, up 404%. Total employees: 5 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does 3CHOPT Investment Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (144); individuals (other than high net worth individuals) (91); charitable organizations (1)."
    },
    {
      "q": "Which custodians does 3CHOPT Investment Partners LLC use?",
      "a": "3CHOPT Investment Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does 3CHOPT Investment Partners LLC report any disciplinary disclosures?",
      "a": "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/319125"
    },
    {
      "q": "Does 3CHOPT Investment Partners LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 says: \"Although 3Chopt reserves the right to make exceptions, our Firm normally requires an initial account value of a minimum of $5,000,000.\""
    },
    {
      "q": "What changed in 3CHOPT Investment Partners LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $739,134,834 to $889,374,393 (+20%). Registered or notice-filed in FL, TX."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 176365962.0,
      "total_employees": 5,
      "filing_date": "2022-07-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 404791233.0,
      "total_employees": 5,
      "filing_date": "2023-07-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 628525063.0,
      "total_employees": 5,
      "filing_date": "2024-09-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 739134834.0,
      "total_employees": 6,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 889374393.0,
      "total_employees": 7,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $739,134,834 to $889,374,393 (+20%).",
        "Registered or notice-filed in FL, TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,500 to $15,000 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Although 3Chopt reserves the right to make exceptions, our Firm normally requires an initial account value of a minimum of $5,000,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 to $15,000 (financial planning services)"
        ],
        "quotes": [
          "We charge a fixed fee for financial planning services. Our fixed fees generally range from $ 2,500 - $15,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 2500.0,
          "max": 15000.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Although 3Chopt reserves the right to make exceptions, our Firm normally requires an initial account value of a minimum of $5,000,000.",
      "We charge a fixed fee for financial planning services. Our fixed fees generally range from $ 2,500 - $15,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/3chopt-investment-partners-llc-richmond-va-319125.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 91,
      "fewer_than_5": false,
      "raum": 21703565.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 144,
      "fewer_than_5": false,
      "raum": 864187609.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 3483219.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319125",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}