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Director of Operations & Chief Compliance Officer · 3chopt Investment Partners LLC

William M. Thomas

CRD 7411901 · 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 William M. Thomas on its Form ADV as Director of Operations & Chief Compliance Officer, a control person.

Firms and roles

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William’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
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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

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