← Back to searchVisit website
CHASE INVESTMENT COUNSEL CORPORATION
CRD 104648 · SEC 801-3396
350 OLD IVY WAY, SUITE 100, CHARLOTTESVILLE, VA, 22903-4897, United States
Phone
434-293-9104
Fax
434-293-9002
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$509.8M
Discretionary AUM
$386.0M
Team
7 total employees; 6 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; PERCENT OF CONSULTING, FLAT FEE FOR FINANCIAL PLANNING
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $17.5M |
| High net worth individuals | 76 | $351.4M |
| Investment companies | 2 | $101.5M |
States served
VA, TX
All web addresses on file
Official SEC filing: View on IAPD