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CHASE INVESTMENT COUNSEL CORPORATION
CRD 104648File 801-3396
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$509.8M
Above cohort median (national)
Discretionary AUM
$386.0M
Non-discretionary $123.8M
Clients
132
137 accounts
Employees
7
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 5, 1964
- Principal office
- 350 OLD IVY WAY, SUITE 100, CHARLOTTESVILLE, VA, 22903-4897
- Phone
- 434-293-9104
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $509.8M
- Discretionary AUM
- $386.0M
- Non-discretionary AUM
- $123.8M
- Discretionary accounts
- 136
- Non-discretionary accounts
- 1
- Total accounts
- 137
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $101.5M |
| Charitable organizations | Fewer than 5 | $22.3M |
| High net worth individuals | 76 | $351.4M |
| Pension and profit sharing plans | Fewer than 5 | $17.1M |
| Individuals (other than high net worth individuals) | 54 | $17.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — PERCENT OF CONSULTING, FLAT FEE FOR FINANCIAL PLANNING
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.