3Chopt Investment Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 24, 2026, reports $889M in regulatory assets under management, 7 employees, and 645 accounts.
Assets Under Management
$889M
Employees
7
Offices
--
Total Clients
236
Primary office
RICHMOND, VA
1801 LIBBIE AVENUE; SUITE 106, RICHMOND, VA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.0% of total clients.
Top client categories% of clientsClients
1
HNWI
61.0%
144
2
Individuals
38.6%
91
3
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$889Mas of March 24, 2026
Discretionary99.3%
$884M
99% of total RAUM99.3%
Non-discretionary0.7%
$6M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$889M
Total Accounts645
10Y AUM Change+$889M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee34:1
10Y Employee Change+5 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.