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Chestnut Street Investment Counsel, LLC

● SEC registered since 2025CRD 309741SEC# 801-132055Lancaster, PA
Export (members)
Reg. AUM
$119.5M
Employees
4
Accounts
225
Location
Lancaster, PA

Chestnut Street Investment Counsel, LLC assets under management

Chestnut Street Investment Counsel, LLC is an investment advisory firm registered with the SEC based in Lancaster, PA. The firm has been registered since 2025. It reports $119.5 million in regulatory assets under management and employs 4 people.

Chestnut Street Investment Counsel, LLC owners & executives

1 reported
NameTitleOwnershipSince
Beth Ann Vulopas ControlPrincipal And Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Chestnut Street Investment Counsel, LLC manage?

Chestnut Street Investment Counsel, LLC reports $119.5 million in regulatory assets under management on its Form ADV.

How many employees does Chestnut Street Investment Counsel, LLC have?

Chestnut Street Investment Counsel, LLC reports 4 employees.

Where is Chestnut Street Investment Counsel, LLC located?

Chestnut Street Investment Counsel, LLC is based in Lancaster, PA and has been SEC-registered since 2025.

Does Chestnut Street Investment Counsel, LLC disclose fund performance?

Chestnut Street Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address144 East Chestnut Street, Lancaster, PA 17602
Phone717-947-3850
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$119.5M▲ 15%
Jan '25 — $104.1MFeb '25 — $104.1MMar '25 — $104.1MApr '25 — $104.1MMay '25 — $104.1MJun '25 — $104.1MJul '25 — $104.1MAug '25 — $104.1MSep '25 — $104.1MOct '25 — $104.1MNov '25 — $104.1MDec '25 — $104.1MJan '26 — $119.5MFeb '26 — $119.5MMar '26 — $119.5MApr '26 — $119.5MMay '26 — $119.5MJun '26 — $119.5M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$119.5Mregulatory AUM
Discretionary $119.5M