Founder & Chairman Emeritus, Director, Shareholder · Chase Investment Counsel Corporation
Derwood S. Chase
CRD 1781618 · Named on Form ADV at one SEC-registered adviser
At a glance
Chase Investment Counsel Corporation, an SEC-registered wealth manager based in Charlottesville, VA with $510 million in regulatory assets, lists Derwood S. Chase on its Form ADV as Founder & Chairman Emeritus, Director, Shareholder, a control person.
Firms and roles
- Chase Investment Counsel CorporationFounder & Chairman Emeritus, Director, ShareholderWealth manager · Charlottesville, VA · $510M in regulatory assets
AtlasMembers
Derwood’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1988 (38 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Derwood’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Peter W. TuzPresident, Director, Portfolio Manager, Shareholder, Chase Investment Counsel Corporation
- Stuart F. ChaseChairman of the Board, Director, Shareholder, Chase Investment Counsel Corporation
- Jennifer L. KingChief Executive Officer, Corporate Secretary, Director, Chief Compliance Officer, Shareholder, Chase Investment Counsel Corporation
- Craig T. RedingerDirector, Chase Investment Counsel Corporation
- Edwin T. BurtonDirector, Shareholder, Chase Investment Counsel Corporation
4 more people named with Derwood on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Derwood’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.