Chase Investment Counsel Corporation

RIASEC RegisteredEst. 1964

Total AUM

$510M

Discretionary

$386M

76% of AUM

Avg account

$3.7M

Accounts

137

Employees

Advisory reps

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

FINTRX

Overview

Chase Investment Counsel Corporation is an independent, privately owned registered investment adviser that has been SEC-registered since 1964. The firm serves both individual/family and institutional clients and provides financial planning and portfolio management across individual, business, and investment company accounts. Its fee arrangements include asset-based fees, hourly billing, and other fee structures. The firm does not self-identify as an active ESG investor and is not organized as a multi-state adviser. Chase Investment Counsel lists a law firm among its industry affiliations, which may reflect referral or professional-service relationships. The firm is not structured as a capital allocator and does not describe itself as a pension consultant or related adviser.