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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-05-1964
- Office Locations
- 2
Office Locations
About Chase Investment Counsel Corporation
Chase Investment Counsel is a Charlottesville, Virginia boutique wealth manager owned by the Chase family and employees, serving individuals and families across Virginia. Founded in 1957, the firm emphasizes relationship-driven advice for life transitions and multi-generational planning. Portfolios are actively managed with a disciplined approach using individual stocks and bonds tailored to client goals and risk tolerance, with direct access to investment managers.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 25, 2026, reported AUM increased 12.7%, from $452.2M to $509.8M.
Across 5 reported observations, AUM increased 45.6% between March 30, 2022 and March 25, 2026, from $350.2M to $509.8M.
Of the latest reported AUM, 75.7% is discretionary and 24.3% is non-discretionary.
The firm reports 6 advisory representatives and 133 clients, or 22.2 clients per representative. That equates to $3.8M in reported AUM per client.
The profile lists 2 reported office locations and 62 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
- Investment Themes
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Owner & Executives
DERWOOD SUMNER CHASE JR
Chairman Emeritus, Director, FOUNDER
- CRD
- #1781618
- Ownership
- 75% or more
PETER WILLIAM TUZ
DIRECTOR, PORTFOLIO MANAGER, President
- CRD
- #1507379
- Ownership
- 5% but less than 10%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,002,288 | $2,838,252 |
| Non-Discretionary | $123,809,596 | $123,809,596 |
| Total | $509,811,884 | $3,721,255 |
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Separately Managed Accounts
SMA allocation detail is available
Chase Investment Counsel Corporation has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Chase Investment Counsel Corporation's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.