Chevy Chase Trust Company

RIASEC RegisteredEst. 1997

Total AUM

$44.9B

Discretionary

$44.9B

100% of AUM

Avg account

$8.8M

Accounts

5,097

Employees

119

Advisory reps

Firm details

Headquarters: Bethesda, Maryland
CRD number: 110742
Registered since: December 24, 1997
Website: www.chevychasetrust.com
Custodians: RELIANCE TRUST COMPANY
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pooled Investment Vehicles70.26%
HNWI27.72%
Charitable Organizations1.59%
Corporations / Businesses0.24%
Investment Companies0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Chevy Chase Trust Company is an independent, corporation-form trust adviser that combines traditional trust services with registered investment advisory capabilities. It acts as a capital allocator for both individual and family clients as well as institutional accounts, delivering financial planning and discretionary portfolio management across a range of client types including pooled investment vehicles and investment companies. The firm charges both percentage-of-AUM and fixed fees and also provides educational seminars and the selection of outside managers. The firm is not positioned as an ESG-first investor and is not registered as a multi-state adviser. It lists activities that include acting as a sponsor or managing member of pooled vehicles, and its regulatory history shows SEC registration dating back to 1997. Chevy Chase Trust has appeared on several industry lists and rankings over recent years, including placements in Barron’s top 100 RIA lists (multiple years), Forbes’ RIA lists, CNBC’s top financial advisory firms, and other industry outlets between 2020 and 2026.