firm profile
Chevy Chase Trust Company
Overview
Chevy Chase Trust Company is an SEC registered investment adviser based in Bethesda, MD, registered since 1990. It reports $44.9B in assets under management across 5,097 accounts, with 119 employees. It has 38 investment adviser representatives.
- Reported AUM
- $44.9B
- Discretionary
- 100%
- Accounts
- 5,097
- Average account
- $8.8M
- Employees
- 119
- Advisory reps
- 38
- Registered since
- 1990
- Jurisdictions
- 37
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 3 of 13
- John Jeffrey Whitaker President, Chief Executive Officer, Director CRD 4988593
- Bernard Francis Saul II Chairman of the Board of Directors, Director CRD 1512547
- Patricia Saul Vice Chair of the Board of Directors, D Director CRD 7055660
10 more executive officers, with direct contact details
Advisory reps 3 of 38
- Arthur Alan Adler III Investment Adviser Rep CRD 2821682
- Alok Bhatt Investment Adviser Rep CRD 5623954
- Tapfuma Filex Chibaya Investment Adviser Rep CRD 5937524
35 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 7501 Wisconsin Ave Fl 15
Bethesda, MD 20814 - County
- Montgomery
- Metro area
- Washington-Arlington-Alexandria, DC-VA-MD-WV
- Region
- South
Registrations
- SEC registered
- Registered in 37 jurisdictions
- Website: chevychasetrust.com
Every state, with registration dates
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