Chase Investment Counsel Corporation
● SEC registered since 1964CRD 104648SEC# 801-3396Charlottesville, VA
Reg. AUM
$509.8M
Employees
7
Accounts
137
Location
Charlottesville, VA
Chase Investment Counsel Corporation assets under management
Chase Investment Counsel Corporation is an SEC-registered investment adviser based in Charlottesville, VA. The firm has been registered since 1964. It reports $509.8 million in regulatory assets under management and employs 7 people.
Chase Investment Counsel Corporation owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Thomas Redinger | Director | Under 5% | 2021 |
| D Sumner Chase | Shareholder | Under 5% | 1995 |
| Derwood Sumner Chase Control | Founder & Chairman Emeritus, Director, Shareholder | Over 75% | 2013 |
| Edwin Thomas Burton | Director, Shareholder | Under 5% | 2012 |
| Jennifer Leigh King Control | Chief Executive Officer, Corporate Secretary, Director, Chief Compliance Officer, Shareholder | Under 5% | 2020 |
| Luis Alvarez | Director | Under 5% | 2013 |
| Peter William Tuz Control | President, Director, Portfolio Manager, Shareholder | 5-10% | 2012 |
| Robert C Klintworth Control | Senior Vice President, Portfolio Manager, Shareholder | Under 5% | 2020 |
| Spencer Jones Garrett | Junior Analyst / Assistant Portfolio Manager, Shareholder | Under 5% | 2023 |
| Stuart Furst Chase Control | Chairman Of The Board, Director, Shareholder | Under 5% | 2013 |
Frequently asked questions
How much does Chase Investment Counsel Corporation manage?
Chase Investment Counsel Corporation reports $509.8 million in regulatory assets under management on its Form ADV.
How many employees does Chase Investment Counsel Corporation have?
Chase Investment Counsel Corporation reports 7 employees.
Where is Chase Investment Counsel Corporation located?
Chase Investment Counsel Corporation is based in Charlottesville, VA and has been SEC-registered since 1964.
Does Chase Investment Counsel Corporation disclose fund performance?
Chase Investment Counsel Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 350 Old Ivy Way, Suite 100, Charlottesville, VA 22903-4897 |
| Phone | 434-293-9104 |
| Fax | 434-293-9002 |
| Office hours | 8:30 - 6:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$509.8M▲ 13%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,306 advisers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$509.8Mregulatory AUM
Discretionary $386MNon-discretionary $123.8M