3chopt Investment Partners LLC

RIASEC Registered
Total AUM
$889M
Discretionary
$884M
99% of AUM
Avg account
$1.4M
Accounts
645
Employees
7
Advisory reps
7

Firm details

Headquarters
Richmond, Virginia
CRD number
319125
Registered since
March 18, 2022
Website
3choptinvest.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI97.17%
  • Individuals2.44%
  • Charitable Organizations0.39%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

3chopt Investment Partners LLC is an independent, owner-operated RIA that acts as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. It charges fees as a percentage of assets under management and is registered with the SEC (registered in 2022). The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 44%, Exchange Traded Equities 37%, State & Local Bonds 8%, Private Funds 5%, Cash & Cash Equivalents 5%, Other 1%44%
  • Public Funds/Mutual Funds44%
  • Exchange Traded Equities37%
  • State & Local Bonds8%
  • Private Funds5%
  • Cash & Cash Equivalents5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 71

Active vs passive

$155M in ETFs

Passive

94%

$146M

Active

4%

$9.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$65.6M93,56242.30%
Unlock additional holdings →

Location

Primary office

Richmond, VA

Henrico

Location

Richmond, VA

Headquartered in Richmond, VA, in the South of the United States.

Region
South
County
Henrico
Address
1801 Libbie Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth