3 Chopt Investment Partners Llc
- Regulatory AUM
- $889M
- Discretionary
- $884M
- Clients
- 236
- Avg AUM / client
- $3.8M
- Accounts
- 645
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 91 | $21.7M | 2.44% |
| High net worth individuals | 144 | $864M | 97.2% |
| Charitable organizations | 1 | $3.5M | 0.39% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Jordan Storey | Managing Director | Jan 2022 (5y) | 50% – 75% | |
| Palugi, Candy, Johnson | Chief Compliance Officer | Feb 2022 (5y) | Less than 5% | |
| Stuart Preston Dillard | Managing Director | Apr 2022 (4y) | 50% – 75% | |
| William M. Thomas | Registered representative | CFP | Apr 2022 (4y) | |
| Peter Appleton Fryer | Registered representative | Aug 2024 (2y) | ||
| Pieter Everett Van Saun | Registered representative | CFA | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 950 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $179M (20% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗