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3CHOPT INVESTMENT PARTNERS LLC

RICHMOND, VA · CRD 319125 · IAPD ↗ · 3choptinvest.com · 804-401-1840

$889.4MRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — 3CHOPT INVESTMENT PARTNERS LLC notice-filed in FL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — 3CHOPT INVESTMENT PARTNERS LLC notice-filed in MD, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — 3CHOPT INVESTMENT PARTNERS LLC crossed $500M in regulatory AUM ($404.8M -> $628.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.