CHASE INVESTMENT COUNSEL CORPORATION
Firm details
- Headquarters
- CHARLOTTESVILLE, Virginia
- CRD number
- 104648
- Registered since
- March 5, 1964
- Website
- chaseinv.com
- Custodians
- U.S. BANK, N.A., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI68.93%
- Investment Companies19.92%
- Charitable Organizations4.36%
- Individuals3.44%
- Pension & Profit Sharing Plans3.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Chase Investment Counsel Corporation is an independent registered investment adviser organized as a corporation and operating since the 1960s. The firm serves affluent individuals and families as well as institutional clients. Its revenue model includes percentage-of-AUM fees alongside hourly charges and other arrangements. Core advisory services are financial planning and discretionary and non-discretionary portfolio management across individual, business, and investment company clients. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- US Government Bonds14%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds7%
Owners & executives
1 of 1JENNIFER KING
Chief Executive OfficerCRD 4726225
Contacts
3 of 9LUIS ALVAREZ
DirectorCRD 6210453
DERWOOD CHASE
FOUNDER & CHAIRMAN EMERITUSCRD 1781618
D CHASE
FOUNDER & CHAIRMAN EMERITUSCRD 2670912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$2.4M in ETFs
100%
$2.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ARK 21SHARES BITCOIN ETF (ARKB) | ARK | Passive | Digital Assets | $1M | 44,676 | 41.18% |
Location
CHARLOTTESVILLE, VA
CHARLOTTESVILLE CITY
Location
CHARLOTTESVILLE, VA
Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.
- Region
- South
- County
- CHARLOTTESVILLE CITY
- Address
- 350 Old Ivy Way
- Time zone
- ET (UTC-5)
- Office locations
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