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CHEVY CHASE TRUST COMPANY
CRD 110742File 801-55134
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1245 | 1244 |
| 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.