Chevy Chase Trust Company
● SEC registered since 1997CRD 110742SEC# 801-55134Bethesda, MD
Reg. AUM
$44.93B
Employees
119
Accounts
5,097
Location
Bethesda, MD
Chevy Chase Trust Company assets under management
Chevy Chase Trust Company operates as an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 1997. It reports $44.9 billion in regulatory assets under management and employs 119 people.
Chevy Chase Trust Company owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bernard Francis II Saul Control | Chairman Of The Board Of Directors And Director | Under 5% | 1997 |
| Chevy Chase Trust Holdings, LLC Control | Owner | Over 75% | 2009 |
| Earl Alexander Powell Control | Director | Under 5% | 2018 |
See all 17 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Chevy Chase Trust Company manage?
Chevy Chase Trust Company reports $44.9 billion in regulatory assets under management on its Form ADV.
How many employees does Chevy Chase Trust Company have?
Chevy Chase Trust Company reports 119 employees.
Where is Chevy Chase Trust Company located?
Chevy Chase Trust Company is based in Bethesda, MD and has been SEC-registered since 1997.
Does Chevy Chase Trust Company disclose fund performance?
Chevy Chase Trust Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814 |
| Phone | 240-497-5000 |
| Fax | 240-497-5018 |
| Office hours | 8:00a.m.-6:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$44.93B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$44.93Bregulatory AUM
Discretionary $44.93B