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Chevy Chase Trust Company

● SEC registered since 1997CRD 110742SEC# 801-55134Bethesda, MD
Export (members)
Reg. AUM
$40.29B
Employees
118
Accounts
5,016
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 $40.3 billion in regulatory assets under management and employs 118 people.

Chevy Chase Trust Company owners & executives

17 reported
NameTitleOwnershipSince
Bernard Francis II Saul ControlChairman Of The Board Of Directors And DirectorUnder 5%1997
Chevy Chase Trust Holdings, LLC ControlOwnerOver 75%2009
Earl Alexander Powell ControlDirectorUnder 5%2018
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Frequently asked questions

How much does Chevy Chase Trust Company manage?

Chevy Chase Trust Company reports $40.3 billion in regulatory assets under management on its Form ADV.

How many employees does Chevy Chase Trust Company have?

Chevy Chase Trust Company reports 118 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

Address7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814
Phone240-497-5000
Fax240-497-5018
Office hours8:00a.m.-6:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$40.29B
Non-discretionary$0
Total (RAUM)$40.29B