CHARLOTTESVILLE, VACRD 104648Latest ADV March 25, 2026
Chase Investment Counsel Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Charlottesville, VA. Its latest Form ADV filing, dated March 25, 2026, reports $510M in regulatory assets under management, 7 employees, and 137 accounts.
Assets Under Management
$510M
Employees
7
Offices
--
Total Clients
132
Primary office
CHARLOTTESVILLE, VA
350 OLD IVY WAY, SUITE 100, CHARLOTTESVILLE, VA, United States
Top client segmentHNWI represent 57.6% of total clients.
Top client categories% of clientsClients
1
HNWI
57.6%
76
2
Individuals
40.9%
54
3
Investment Cos.
1.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$510Mas of March 25, 2026
Discretionary75.7%
$386M
76% of total RAUM75.7%
Non-discretionary24.3%
$124M
24% of total RAUM24.3%
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$510M
Total Accounts137
10Y AUM Change+$184M (+56.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee19:1
10Y Employee Change-1 (-12.5%)
* 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.