Private fund adviser · Bethesda, MD
Chevy Chase Trust Company
SEC-registered investment adviser · CRD 110742 · SEC 801-55134
At a glance
Chevy Chase Trust Company is an SEC-registered investment adviser based in Bethesda, Maryland, with $44.9 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 1,177 individual clients. By Form ADV it is a private fund adviser, ranked 175th of 4,686 private fund advisers and 471st of 17,210 SEC-registered advisers by assets.
Main office 240-497-5000chevychasetrust.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $45B
- Rank among private fund advisers
- #175 of 4,686
- Rank among all SEC RIAs
- #471 of 17,210
- Rank in Maryland
- #6 of 227
- Individual clients
- 1,177
- High-net-worth clients
- 1,177
- Accounts
- 5,097
- Discretionary
- 100% of AUM
- Employees
- 119
- Advisory staff
- 42
- Offices
- 2
Owners and executives on its Form ADV
- Bernard F. SaulChairman of the Board of Directors and Director
- William F. McSweenyDirector
- Paul R. DuncanChief Compliance Officer
- Howard G. PlattsDirector
- Gilbert M. GrosvenorDirector
- George P. ClancyDirector
- Joel A. FriedmanChief Financial Officer
- Wendelin A. WhiteDirector
- Earl A. PowellDirector
- Patricia SaulVice Chair of the Board of Directors and Director
- Lynn M. PanagosChief Operating Officer
- John J. WhitakerPresident, CEO and Director
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 4 | $32B | 70% |
| High-net-worth individuals | 1,177 | $12B | 28% |
| Charitable organizations | 46 | $714M | 2% |
| Corporations or other businesses | 11 | $106M | <1% |
| Investment companies | 1 | $44M | <1% |
| Other | 1 | $25M | <1% |
| Pension and profit sharing plans | 2 | $11M | <1% |
| State or municipal government entities | 3 | $8M | <1% |
Disciplinary disclosures
Chevy Chase Trust Company reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗chevychasetrust.com ↗
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The full record on Chevy Chase Trust Company
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 391 peers of its type and size
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- Owners and executives, with titles and stakes
- 13 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Chevy Chase Trust Company manage?
Chevy Chase Trust Company reports $44.9 billion in regulatory assets under management across 5,097 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Chevy Chase Trust Company?
Chevy Chase Trust Company is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Chevy Chase Trust Company’s clients?
By assets, its largest client types are pooled investment vehicles ($31.6 billion, 4 clients); high-net-worth individuals ($12.5 billion, 1,177 clients); charitable organizations ($714 million, 46 clients).
Does Chevy Chase Trust Company have any disciplinary history?
Chevy Chase Trust Company reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Chevy Chase Trust Company’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →