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CHEVY CHASE TRUST COMPANY
CRD 110742File 801-55134
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$44.93B
Top 10% of cohort (national)
Discretionary AUM
$44.93B
Clients
1,244
5,097 accounts
Employees
119
Top 10% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 24, 1997
- Principal office
- 7501 WISCONSIN AVENUE, 15TH FLOOR, BETHESDA, MD, 20814
- Phone
- 240-497-5000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $44.93B
- Discretionary AUM
- $44.93B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,097
- Non-discretionary accounts
- 0
- Total accounts
- 5,097
- AUM per client
- $36.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $105.6M |
| Investment companies | 1 | $43.6M |
| Charitable organizations | 46 | $714.0M |
| High net worth individuals | 1,177 | $12.45B |
| Pooled investment vehicles | 4 | $31.57B |
| Pension and profit sharing plans | Fewer than 5 | $10.7M |
| State or municipal government entities | Fewer than 5 | $8.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- 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
- Yes
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,245 | 1,244 | decreased by1 |
| Apr 1, 2026 | Employees | 118 | 119 | increased by1 |
| Apr 1, 2026 | Clients | 1,234 | 1,245 | increased by11 |
| Apr 1, 2026 | AUM | $40,286,791,400 | $44,925,270,699 | increased by$4,638,479,299 |
| Apr 1, 2026 | Accounts | 5,016 | 5,097 | increased by81 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 96 | 118 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,170 | 1,234 | increased by64 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $39,184,723,679 | $40,286,791,400 | increased by$1,102,067,721 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,529 | 5,016 | increased by487 |
| Apr 1, 2022 | Employees | 97 | 96 | decreased by1 |
| Apr 1, 2022 | Clients | 1,097 | 1,170 | increased by73 |
| Apr 1, 2022 | AUM | $35,867,217,775 | $39,184,723,679 | increased by$3,317,505,904 |
| Apr 1, 2022 | Accounts | 4,288 | 4,529 | increased by241 |
| 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 “CHEVY CHASE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHEVY CHASE” 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.