$889.4M Total AUM
$883.6M Disc. AUM
60.6% 3Y CAGR
7 Employees
236 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Zenith waveHarbor
- Established Date
- 03-18-2022
- Office Locations
- 1
Office Locations
1801 Libbie Avenue; Suite 106 Richmond VA
About 3chopt Investment Partners LLC
3Chopt Investment Partners is an independently owned concierge investment advisory boutique serving individuals, families, and select institutions. It provides comprehensive advisory services and customized guidance focused on preserving and managing wealth, with direct access to institutional-quality public and private investments. Custody is with Charles Schwab.
Team overview
43 AVG AGE
$222.3M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
3 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Oak Foundation Vector fusion Legacy optima Peak Ember alpha Element pathway Eagle value
Custodian
Harbor Pioneer Crest
Investment Themes
Matrix Zenith value
Investment Vehicles
Element timber
Services
Crest signal Catalyst North pioneer Vital
Technology
Oak Catalyst
Owner & Executives
STUART PRESTON DILLARD
Managing Director
- CRD
- #4217314
- Ownership
- 50% but less than 75%
(319) 925-1659
ridge.foundation@legacycapital.com
in linkedin.com/in/zenith-harbor
SCOTT JORDAN STOREY
Managing Director
- CRD
- #4406693
- Ownership
- 50% but less than 75%
(936) 210-1380
north.vertex@unisoncapital.com
in linkedin.com/in/meridian-beacon
F
Focus delta
Wave vital
- CRD
- #86930
- Ownership
- 18.8%
(442) 708-1606
momentum.pathway@deltacapital.com
in linkedin.com/in/meridian-pathway
Showing 2 of 3 owners & executives
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P
PETER APPLETON FRYER
Director
- CRD
- #6280439
(464) 717-5054
summit.atlas@atlascapital.com
in linkedin.com/in/matrix-pathway
P
PIETER EVERETT VAN SAUN
--
- CRD
- #3182377
(822) 780-3191
capital.ember@elementcapital.com
in linkedin.com/in/oak-frontier
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $883,591,663 | $1,382,773 |
| Non-Discretionary | $5,782,730 | $963,788 |
| Total | $889,374,393 | $1,378,875 |
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Separately Managed Accounts
Total SMA Asset: $889,374,393
Public Funds:
15.1% Equity - Exchange:
32.8% Municipal Bonds:
9.9% Cash:
11.7% Private Funds:
13.7% Other:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $691,213,778 | 15.1% |
| Equity - Exchange | $1,501,444,497 | 32.8% |
| Municipal Bonds | $453,179,894 | 9.9% |
| Cash | $535,576,238 | 11.7% |
| Private Funds | $627,127,732 | 13.7% |
| Other | $769,032,548 | 16.8% |
| Total | $4,577,574,687 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM DELTA | SUMMIT LEGACY | EK4T0K1UC | GIOMO | 8.35% | $34,727,952 |
| MOMENTUM SIGNAL ZENITH | CATALYST ELEMENT | PU2VTPJ01 | BVILW | 3.76% | $89,893,737 |
| QUANTUM NORTH SUMMIT | TIMBER MERIDIAN | XXMJ7VGFA | CME | 2.89% | $88,175,219 |
| BEACON PIONEER HORIZON | GLACIER PIONEER | AACKVM9WB | NDGH | 6.75% | $65,266,060 |
| FOUNDATION FUSION TIMBER | RIDGE OPTIMA | Q0A4H92UF | VXG | 8.53% | $52,056,762 |
| SIGNAL OPTIMA FOUNDATION | HARBOR VERTEX | YS6L2QPXF | QCHB | 2.17% | $76,396,340 |
| SIGNAL CATALYST | ATLAS FRONTIER | RF3EPUT4F | YEC | 2.98% | $21,007,833 |
| UNISON LEGACY PATHWAY | PEAK EMBER | PZEPTTJ0L | DWP | 6.99% | $90,923,868 |