Chevy Chase Trust Company is an SEC registered investment adviser organized as a corporation with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated March 31, 2026, reports $44.9B in regulatory assets under management, 119 employees, 1 office, and 5,097 accounts.
Assets Under Management
$44.9B
Employees
119
Offices
1 office
Total Clients
1,245
Primary office
BETHESDA, MD
7501 WISCONSIN AVENUE, 15TH FLOOR, BETHESDA, MD, United States
Top client segmentHNWI represent 94.5% of total clients.
Top client categories% of clientsClients
1
HNWI
94.5%
1,177
2
Charitable
3.7%
46
3
Corporations
0.9%
11
4
Pooled Investment Vehicles
0.3%
4
5
Government
0.2%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$44.9Bas of March 31, 2026
Discretionary100.0%
$44.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$44.9B
Total Accounts5,097
10Y AUM Change+$19.4B (+76.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees119
Clients per Employee10:1
10Y Employee Change+36 (+43.4%)
* 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.