Wealth Manager
    SEC Registered
    Manages Private Funds

    Chevy Chase Trust Company

    Registered investment advisor · Bethesda, Maryland · CRD #110742

    Assets Under Management
    $44.9B
    Client Accounts
    5,097
    Employees
    119
    CRD Number
    110742
    Registration
    SEC Registered
    Custodian
    Reliance Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Chevy Chase Trust Company

    Chevy Chase Trust is an investment management and financial services firm located in Washington, D.C., with a history dating back to 1837. Originally established as Corcoran & Company, the firm has evolved through various partnerships and mergers, becoming a prominent player in the region's financial landscape. The company specializes in investment management, offering a range of services that include personalized investment strategies, equity investing focused on long-term trends, and conserva

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Chevy Chase Trust Company's AUM?

    Chevy Chase Trust Company reports approximately $44.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Chevy Chase Trust Company headquartered?

    Chevy Chase Trust Company is headquartered in Bethesda, Maryland.

    What is Chevy Chase Trust Company's CRD number?

    Chevy Chase Trust Company's CRD number is 110742. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Chevy Chase Trust Company manage?

    Chevy Chase Trust Company manages approximately 5,097 client accounts according to its latest SEC filing.

    Is Chevy Chase Trust Company SEC registered?

    Yes, Chevy Chase Trust Company is registered with the SEC as an investment adviser with an approved registration status.

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