William Thomas
3chopt Investment Partners · Richmond, Virginia
William Thomas is a fee-only financial advisor at 3chopt Investment Partners in Richmond, Virginia, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7411901 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.3choptinvest.com |
How William'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 William
Is William Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, 3chopt Investment Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is William Thomas based?
William Thomas is based in Richmond, Virginia.
What credentials does William Thomas hold?
William Thomas holds the CFP credential.
Is William Thomas registered with the SEC?
Yes. William Thomas is registered as an investment adviser representative in VA (CRD 7411901), 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 William Thomas?
Through William'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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