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Managing Director · 3chopt Investment Partners LLC

Stuart P. Dillard

CRD 4217314 · Named on Form ADV at one SEC-registered adviser

At a glance

3chopt Investment Partners LLC, an SEC-registered wealth manager based in Richmond, VA with $889 million in regulatory assets, lists Stuart P. Dillard on its Form ADV as Managing Director, a control person.

Firms and roles

AtlasMembers

Stuart’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Scott J. StoreyManaging Director, 3chopt Investment Partners LLC
  • William M. ThomasDirector of Operations & Chief Compliance Officer, 3chopt Investment Partners LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stuart’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.