{
  "crd_number": 110742,
  "slug": "chevy-chase-trust-company-bethesda-md-110742",
  "primary_business_name": "CHEVY CHASE TRUST COMPANY",
  "legal_name": "CHEVY CHASE TRUST COMPANY",
  "dbas": [
    "CCT ASSET MANAGEMENT",
    "CHEVY CHASE TRUST INVESTMENT ADVISORS"
  ],
  "city": "Bethesda",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1997-12-24",
  "years_registered": 28,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 44925270699.0,
  "raum_discretionary": 44925270699.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 119,
  "advisory_employees": 42,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 24770383.0,
      "count": 1,
      "description": "ESCROW",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 713972779.0,
      "count": 46
    },
    "state_municipal": {
      "raum": 8214075.0,
      "count": 3,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 43613938.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 10720505.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 12453355696.0,
      "count": 1177
    },
    "pooled_investment_vehicles": {
      "raum": 31565001770.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 105621553.0,
      "count": 11
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "NC",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://cctassetmanagement.com",
    "https://chevychasetrust.com",
    "https://facebook.com/ChevyChaseTrust",
    "https://linkedin.com/company/chevychasetrust",
    "https://x.com/ChevyChaseTrust",
    "https://youtube.com/@ChevyChaseTrust"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110742",
  "city_as_filed": "BETHESDA",
  "url": "https://advisorcensus.com/firm/chevy-chase-trust-company-bethesda-md-110742",
  "display_name": "Chevy Chase Trust Company",
  "summary": "Chevy Chase Trust Company is an SEC-registered investment advisory firm in Bethesda, MD, registered since 1997, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Chevy Chase Trust Company (CRD 110742): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Chevy Chase Trust Company compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Chevy Chase Trust Company reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Chevy Chase Trust Company located?",
      "a": "Chevy Chase Trust Company's principal office is in Bethesda, MD, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Chevy Chase Trust Company registered with the SEC or a state?",
      "a": "Chevy Chase Trust Company is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 110742."
    },
    {
      "q": "How much does Chevy Chase Trust Company manage?",
      "a": "Chevy Chase Trust Company reports $44,925,270,699 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Chevy Chase Trust Company's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Chevy Chase Trust Company: Regulatory assets under management: $35,867,217,775 in the October 2021 data and $44,925,270,699 in the October 2026 data, up 25%. Total employees: 97 in October 2021 and 119 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Chevy Chase Trust Company serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,177); charitable organizations (46); corporations or other businesses not listed above (11)."
    },
    {
      "q": "Which custodians does Chevy Chase Trust Company use?",
      "a": "Chevy Chase Trust Company's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Reliance Trust Company as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Chevy Chase Trust Company report any disciplinary disclosures?",
      "a": "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/110742"
    },
    {
      "q": "What changed in Chevy Chase Trust Company's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 41 to 42. Regulatory assets under management went from $40,286,791,400 to $44,925,270,699 (+12%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 35867217775.0,
      "total_employees": 97,
      "filing_date": "2021-05-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 39184723679.0,
      "total_employees": 96,
      "filing_date": "2022-07-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 32026434099.0,
      "total_employees": 103,
      "filing_date": "2023-04-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 36006471975.0,
      "total_employees": 108,
      "filing_date": "2024-08-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 40286791400.0,
      "total_employees": 118,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 44925270699.0,
      "total_employees": 119,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 41 to 42.",
        "Regulatory assets under management went from $40,286,791,400 to $44,925,270,699 (+12%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Reliance Trust Company",
      "name_as_filed": "RELIANCE TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/chevy-chase-trust-company-bethesda-md-110742.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1177,
      "fewer_than_5": false,
      "raum": 12453355696.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 43613938.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 31565001770.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 10720505.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 46,
      "fewer_than_5": false,
      "raum": 713972779.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 8214075.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 11,
      "fewer_than_5": false,
      "raum": 105621553.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": true,
      "raum": 24770383.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110742",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}