CHEVY CHASE, MDCRD 104614Latest ADV March 31, 2026
Intervest Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Chevy Chase, MD. Its latest Form ADV filing, dated March 31, 2026, reports $247M in regulatory assets under management, 5 employees, and 339 accounts.
Assets Under Management
$247M
Employees
5
Offices
--
Total Clients
175
Primary office
CHEVY CHASE, MD
2 WISCONSIN CIRCLE, SUITE 910, CHEVY CHASE, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.0% of total clients.
Top client categories% of clientsClients
1
HNWI
60.0%
105
2
Individuals
40.0%
70
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$247Mas of March 31, 2026
Discretionary53.2%
$131M
53% of total RAUM53.2%
Non-discretionary46.8%
$115M
47% of total RAUM46.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$247M
Total Accounts339
10Y AUM Change+$119M (+93.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee35:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.