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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

3CHOPT INVESTMENT PARTNERS LLC

CRD 319125

RICHMOND, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:99ed0f62-cd4f-1d8e-4d79-4c7116675e04

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Feb 15, 2022 to Mar 24, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $889MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $884M
Private client RAUM: $886MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $127Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 645
Individual clients: 91
High net worth clients: 144
SEC number: 801-123462
CRD: 319125
Filings on the tape: 11
First filed: Feb 15, 2022
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, VA
Website: 3choptinvest.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SCOTT JORDAN STOREY	n/a	RICHMOND, VA	4	22	n/a	no
STUART PRESTON DILLARD	n/a	RICHMOND, VA	4	25	1	no
WILLIAM M. THOMAS	Certified Financial Planner	RICHMOND, VA	4	11	n/a	no
PETER APPLETON FRYER	n/a	RICHMOND, VA	2	11	1	no
PIETER EVERETT VAN SAUN	Chartered Financial Analyst	RICHMOND, VA	0	26	1	no
Mark Andrew Levin	n/a	RICHMOND, VA	0	24	6	no
Jacob Brenner DuBois	n/a	RICHMOND, VA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DILLARD, STUART, PRESTON	MANAGING DIRECTOR	D	yes	04/2022	Feb 15, 2022	Sep 20, 2024
PALUGI, CANDY, JOHNSON	CHIEF COMPLIANCE OFFICER	Na	yes	02/2022	Feb 15, 2022	Sep 20, 2024
STOREY, SCOTT, JORDAN	MANAGING DIRECTOR	D	yes	01/2022	Feb 15, 2022	Sep 20, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 24, 2026	$889M	$884M	7	4	n/a	n/a
2024	Mar 14, 2025	$739M	$730M	6	3	n/a	n/a
2023	Mar 29, 2024	$629M	$625M	5	3	n/a	n/a
2022	Mar 28, 2023	$405M	$402M	5	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	1	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$889M	$739M	20.3%	$405M	30.0%	7	6	0	0

Relationships

Registered with (7)

← Jacob Brenner DuBoisAdvisorregistration: current employment
Aug 11, 2026 to presentfactForm ADV
← Mark Andrew LevinAdvisorregistration: current employment
Aug 6, 2026 to presentfactForm ADV
← PIETER EVERETT VAN SAUNAdvisorregistration: current employment
Apr 2, 2026 to presentfactForm ADV
← PETER APPLETON FRYERAdvisorregistration: current employment
Aug 2, 2024 to presentfactForm ADV
← WILLIAM M. THOMASAdvisorregistration: current employment
Apr 26, 2022 to presentfactForm ADV
← STUART PRESTON DILLARDAdvisorregistration: current employment
Apr 14, 2022 to presentfactForm ADV
← SCOTT JORDAN STOREYAdvisorregistration: current employment
Apr 11, 2022 to presentfactForm ADV

Controls (3)

← PALUGI, CANDY, JOHNSONOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 15, 2022 to Sep 20, 2024factForm ADV
← DILLARD, STUART, PRESTONOwnerMANAGING DIRECTOR, ownership code D, individual
Feb 15, 2022 to Sep 20, 2024factForm ADV
← STOREY, SCOTT, JORDANOwnerMANAGING DIRECTOR, ownership code D, individual
Feb 15, 2022 to Sep 20, 2024factForm ADV

Dated events

Occurred
Mar 29, 2024
Regulatory AUM changed
3Chopt Investment Partners Llc reported RAUM $628.5M, up 55% from $404.8M (2023-07-21 to 2024-03-29)
Form ADVobserved 6 days ago
$224M
Occurred
Mar 28, 2023
Regulatory AUM changed
3Chopt Investment Partners Llc reported RAUM $404.8M, up 130% from $176.4M (2022-10-19 to 2023-03-28)
Form ADVobserved 6 days ago
$228M
Occurred
Feb 15, 2022
First Form ADV filing
3Chopt Investment Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:99ed0f62-cd4f-1d8e-4d79-4c7116675e04
First observed: Feb 15, 2022
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

3CHOPT INVESTMENT PARTNERS LLC

CRD 319125

RICHMOND, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:99ed0f62-cd4f-1d8e-4d79-4c7116675e04

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SCOTT JORDAN STOREY

n/a

RICHMOND, VA

n/a

STUART PRESTON DILLARD

n/a

RICHMOND, VA

WILLIAM M. THOMAS

Certified Financial Planner

RICHMOND, VA

n/a

PETER APPLETON FRYER

n/a

RICHMOND, VA

PIETER EVERETT VAN SAUN

Chartered Financial Analyst

RICHMOND, VA

Mark Andrew Levin

n/a

RICHMOND, VA

Jacob Brenner DuBois

n/a

RICHMOND, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DILLARD, STUART, PRESTON

MANAGING DIRECTOR

yes

04/2022

Feb 15, 2022

Sep 20, 2024

PALUGI, CANDY, JOHNSON

CHIEF COMPLIANCE OFFICER

yes

02/2022

Feb 15, 2022

Sep 20, 2024

STOREY, SCOTT, JORDAN

MANAGING DIRECTOR

yes

01/2022

Feb 15, 2022

Sep 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$889M

$884M

n/a

2024

Mar 14, 2025

$739M

$730M

n/a

2023

Mar 29, 2024

$629M

$625M

n/a

2022

Mar 28, 2023

$405M

$402M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$889M

$739M

20.3%

$405M

30.0%