Chevy Chase Trust Company

RIASEC RegisteredEst. 1997

Total AUM

$44.9B

Discretionary

$44.9B

100% of AUM

Avg account

$8.8M

Accounts

5,097

Employees

119

Advisory reps

Firm details

Headquarters: Bethesda, Maryland
CRD number: 110742
Registered since: December 24, 1997
Website: www.chevychasetrust.com
Custodians: RELIANCE TRUST COMPANY
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pooled Investment Vehicles70.26%
HNWI27.72%
Charitable Organizations1.59%
Corporations / Businesses0.24%
Investment Companies0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Chevy Chase Trust Company is an institutional registered investment adviser operating as a trust company and capital allocator. The firm serves individuals, families and institutional clients, offering financial planning and portfolio management across individual, pooled and institutional vehicles. Its advisory services include selecting third‑party managers, managing pooled investment vehicles and running educational seminars; it also acts as a sponsor or managing member for pooled vehicles. Fee arrangements mix percentage‑of‑AUM and fixed fees. The firm has been SEC‑registered since 1997 and is not marketed as an ESG investor or a multistate adviser. Chevy Chase Trust has received industry recognition in multiple publications over the past several years, including listings from Barron’s, Forbes, CNBC and the Financial Times, and a Citywire accolade in 2026.