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CHASE INVESTMENT COUNSEL CORPORATION
CRD 104648File 801-3396
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.CHASEINV.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 117 | 132 | increased by15 |
| Apr 1, 2026 | AUM | $452,198,390 | $509,811,884 | increased by$57,613,494 |
| Apr 1, 2026 | Accounts | 121 | 137 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 77 | 117 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $350,208,098 | $452,198,390 | increased by$101,990,292 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 77 | 121 | increased by44 |
| Apr 1, 2022 | Clients | 74 | 77 | increased by3 |
| Apr 1, 2022 | AUM | $315,761,721 | $350,208,098 | increased by$34,446,377 |
| Apr 1, 2022 | Accounts | 74 | 77 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHASE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHASE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.