Introduction 3Chopt Investment Partners LLC is a registered investment advisor based in Richmond, Virginia that offers discretionary and non-discretionary advisory services. 3Chopt is organized as a limited liability company under the laws of the Commonwealth of Virginia. Preston Dillard and Scott Storey are the Firms principals and control persons. All changes to the firm’s principals will be made through an amended ADV. Currently, we offer the following investment advisory services, which are personalized to each individual client:
• Portfolio Management
• Financial Planning
• Outsourced CIO
• Family Office The following paragraphs describe our services and fees. Please refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words “we”, “our” and “us” refer to 3Chopt Investment Partners LLC and the words “you”, “your” and “client” refer to you as either a client or prospective client of our Firm. Portfolio Management We offer discretionary Portfolio Management services. Our investment advice is tailored to meet our clients’ needs and investment objectives. If you retain our Firm for portfolio management services, we will meet with you to determine your investment objectives, risk tolerance, and other relevant information at the beginning of our advisory relationship. We will use the information we gather to develop a strategy that enables our Firm to give you investment advice. As part of our portfolio management services, we will customize an investment portfolio for you according to your risk tolerance and investing objectives. You may limit our discretionary authority (for example, limiting the types of securities that can be purchased for your account) by providing our Firm with your restrictions and guidelines in writing that we agree to and accept. As part of our Portfolio Management services, we may use the services of a third-party asset manager to manage all, or a portion of, your investment portfolio. After gathering information about a client’s financial situation and objectives, we may allocate assets in individual equity and fixed income securities, as well as various mutual funds, exchange-traded funds (“ETFs”), independent investment managers (“Independent Managers”), and alternative investments (including both public and privately traded securities) in accordance with the clients’ stated investment objectives. Factors we take into consideration when making

a determination to use a third-party manager include, but are not limited to, the following: investment performance, investment style, fees, and subsequent alignment with our client’s financial needs, investment goals, risk tolerance, and investment objectives. Private security investments made as part of our portfolio management services are non-discretionary. Clients must sign a subscription agreement with the security sponsor in order to participate in these offerings. Financial Planning Certain clients also engage 3Chopt for full or limited scope financial planning services. With full scope financial planning, 3Chopt performs an evaluation of a client’s current and future anticipated financial state using known variables to help model future cash flows, asset values, and withdrawal plans. This process facilitates the effective management of multiple aspects of the client’s investment portfolio. Limited scope financial planning typically consists of the evaluation of a specific area of concern. Financial plans are based on the client’s financial situation at the time we present the plan and/or financial planning advice, and on the financial information provided to us. Clients must promptly notify our Firm if their financial situation, goals, objectives, or needs change between the time the information is collected and when the plan is delivered to the Client. Depending on the type and scope of services to be provided, 3Chopt may enter into a separate financial planning engagement agreement with the client. Outsourced CIO 3Chopt provides Outsourced CIO (Chief Investment Officer) services to family offices and institutional investors, their staff, investment committees, record-keepers, and other consultants. These services can include a variety of services such as asset allocation, manager selection and monitoring, and board education, thereby enabling key decision makers to focus on important strategic initiatives. Family Office 3Chopt’s Family Office services include consolidated and customized reporting of assets, coordination with clients’ tax, legal, and financial advisors, and education for the next generations. 3Chopt recommends clients consult with a qualified tax and legal professional before initiating any tax planning strategy. Wrap Fee Programs We do not participate in any wrap fee program. Assets Under Management As of December 29, 2023, the Firm has $ 628,525,063 total Assets Under Management. The Firm manages $625,003,205 under discretion, and $ 3,521,858 on a non-discretionary basis.