Scott Storey
3chopt Investment Partners · Richmond, Virginia
Scott Storey is a fee-only financial advisor at 3chopt Investment Partners in Richmond, Virginia. 3chopt Investment Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | 3chopt Investment Partners |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $889.4M across 645 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 4406693 |
| Exams passed | Series 63 (2003) · Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.3choptinvest.com |
How Scott's firm compares
- 3chopt Investment Partners's average account is about $1.4 million, from its Form ADV (assets managed divided by 645 accounts).
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Questions about Scott
Is Scott Storey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and 3chopt Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, 3chopt Investment Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Scott Storey based?
Scott Storey is based in Richmond, Virginia.
Is Scott Storey registered with the SEC?
Yes. Scott Storey is registered as an investment adviser representative in TX and VA (CRD 4406693), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 3chopt Investment Partners manage?
3chopt Investment Partners reports $889.4M across 645 accounts in assets under management.
How do I contact Scott Storey?
Through Scott's website, www.3choptinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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