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 a corporate trust company operating as an independent registered investment adviser and qualified custodian. The firm has been SEC-registered since 1997 and describes itself as a capital allocator serving both high-net-worth individuals and families and institutional clients. Its advisory offerings include financial planning, portfolio management across individuals, pooled vehicles and institutions, selection of other advisers, and educational seminars. The firm also acts as an investment sponsor/GP and managing member for pooled investment vehicles. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Chevy Chase Trust does not self-identify as an active ESG investor and the adviser is not listed as a multi-state or newly formed adviser. The firm has been recognized in industry rankings over multiple years, including appearances on Barron's Top 100 RIA lists (2021–2025), Forbes Top RIA listings (2022–2024), CNBC Top 100 advisory firm lists (2021, 2025), and the Financial Times Top 300 RIA list (2020).