# Chase Investment Counsel Corporation

> Chase Investment Counsel Corporation is an SEC-registered investment advisory firm in Charlottesville, VA, registered since 1964, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 104648
- Filed as: CHASE INVESTMENT COUNSEL CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlottesville, VA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104648
- AdvisorCensus page: https://advisorcensus.com/firm/chase-investment-counsel-corporation-charlottesville-va-104648

## Quick answers

**How is Chase Investment Counsel Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Chase Investment Counsel Corporation reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Chase Investment Counsel Corporation located?**
Chase Investment Counsel Corporation's principal office is in Charlottesville, VA, according to its Form ADV.

**Is Chase Investment Counsel Corporation registered with the SEC or a state?**
Chase Investment Counsel Corporation is an SEC-registered investment advisory firm, registered since 1964. Status as filed: Approved. CRD 104648.

**How much does Chase Investment Counsel Corporation manage?**
Chase Investment Counsel Corporation reports $509,811,884 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (76% discretionary).

**How have Chase Investment Counsel Corporation's assets and staff changed since 2021?**
In the Form ADV data for Chase Investment Counsel Corporation: Regulatory assets under management: $315,761,721 in the October 2021 data and $509,811,884 in the October 2026 data, up 61%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Chase Investment Counsel Corporation serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (76); individuals (other than high net worth individuals) (54); investment companies (2).

**Which custodians does Chase Investment Counsel Corporation use?**
Chase Investment Counsel Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and US Bank, N.A. as custodians holding 10% or more of its separately managed account assets.

**Does Chase Investment Counsel Corporation report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104648

**What changed in Chase Investment Counsel Corporation's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $452,198,390 to $509,811,884 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- US Bank, N.A.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $509,811,884
- Discretionary: $386,002,288
- Non-discretionary: $123,809,596

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $17,513,129 |
| High net worth individuals | 76 | $351,435,161 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $101,544,818 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $17,067,227 |
| Charitable organizations | Fewer than 5 | $22,251,549 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 1964 (62 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [chasegrowthfund.com](https://chasegrowthfund.com)
- [chaseinv.com](https://chaseinv.com)
- Facebook @CHASE_INVESTMENT_COUNSEL_CORP_161665047192043
- LinkedIn @CHASE_INVESTMENT_COUNSEL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $315,761,721 | 7 | April 15, 2021 |
| October 2022 | $350,208,098 | 7 | March 30, 2022 |
| October 2023 | $294,998,363 | 6 | September 19, 2023 |
| October 2024 | $354,779,952 | 7 | June 5, 2024 |
| October 2025 | $452,198,390 | 7 | March 28, 2025 |
| October 2026 | $509,811,884 | 7 | March 25, 2026 |

Regulatory assets under management: $315,761,721 in the October 2021 data and $509,811,884 in the October 2026 data, up 61%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $452,198,390 to $509,811,884 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chase Investment Counsel Corporation (CRD 104648): Form ADV filing data as of October 2026.