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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch · US Bank
- Clients
- Retail and Institutional
- Platforms
- Foundation atlasVector
- 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.
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Asset Classes
CRM
Custodian
Investment Themes
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Technology
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%
Quantum element
Matrix quantum catalyst
- CRD
- #21927
- Ownership
- 36.5%
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Unlock allAssets Under Management
| 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
Total SMA Asset: $408,267,066
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $352,737,334 | 23.3% |
| U.S. Government/Agency | $383,015,217 | 25.3% |
| Cash | $379,987,429 | 25.1% |
| Public Funds | $398,154,159 | 26.3% |
| Total | $1,513,894,139 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL ELEMENT LEGACY | SIGNAL HARBOR | EOD9RM8JP | QFL | 3.39% | $102,209,662 |
| RIDGE WAVE MATRIX | VERTEX OAK | TRQMVZMRQ | KFNF | 7.46% | $40,456,480 |
| ATLAS QUANTUM PRIME | MOMENTUM PIONEER | CAGM0IG9C | DXYZL | 11.89% | $29,351,986 |
| FOCUS TIMBER | BEACON UNISON | WHNWC2P2K | XEEF | 3.09% | $39,955,151 |
| BRIDGE BEACON | EAGLE NORTH | K1KV8B9LC | PMDG | 8.14% | $26,014,287 |
| VITAL LEGACY | ZENITH RIDGE | 44MP8WUU2 | LMFF | 2.48% | $94,054,367 |
| SIGNAL PATHWAY | INSIGHT VERTEX | VU2AS8YA9 | BNVS | 4.30% | $57,624,141 |
| NORTH SIGNAL CAPITAL | PATHWAY ALPHA | C5PUPGD0W | IRX | 5.84% | $67,574,472 |