# Chevy Chase Trust Company

> 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.

- CRD: 110742
- Filed as: CHEVY CHASE TRUST COMPANY
- Also doing business as: CCT ASSET MANAGEMENT, CHEVY CHASE TRUST INVESTMENT ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110742
- AdvisorCensus page: https://advisorcensus.com/firm/chevy-chase-trust-company-bethesda-md-110742

## Quick answers

**How is Chevy Chase Trust Company compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Chevy Chase Trust Company located?**
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).

**Is Chevy Chase Trust Company registered with the SEC or a state?**
Chevy Chase Trust Company is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 110742.

**How much does Chevy Chase Trust Company manage?**
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).

**How have Chevy Chase Trust Company's assets and staff changed since 2021?**
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.

**What types of clients does Chevy Chase Trust Company serve?**
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).

**Which custodians does Chevy Chase Trust Company use?**
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.

**Does Chevy Chase Trust Company 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/110742

**What changed in Chevy Chase Trust Company's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Reliance Trust Company

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: $44,925,270,699
- Discretionary: $44,925,270,699
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 1,177 | $12,453,355,696 |
| Investment companies | 1 | $43,613,938 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $31,565,001,770 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $10,720,505 |
| Charitable organizations | 46 | $713,972,779 |
| State or municipal government entities (including government pension plans) | 3 | $8,214,075 |
| Corporations or other businesses not listed above | 11 | $105,621,553 |
| Other | 1 | $24,770,383 |

### 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 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

### Firm details
- Registered since: 1997 (28 years)
- Employees: 119 total, 42 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- McLean, VA

### Websites listed on Form ADV (Item 1.I)
- [cctassetmanagement.com](https://cctassetmanagement.com)
- [chevychasetrust.com](https://chevychasetrust.com)
- Facebook @ChevyChaseTrust
- LinkedIn @chevychasetrust
- X @ChevyChaseTrust
- YouTube @ChevyChaseTrust

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $35,867,217,775 | 97 | May 21, 2021 |
| October 2022 | $39,184,723,679 | 96 | July 11, 2022 |
| October 2023 | $32,026,434,099 | 103 | April 27, 2023 |
| October 2024 | $36,006,471,975 | 108 | August 19, 2024 |
| October 2025 | $40,286,791,400 | 118 | March 31, 2025 |
| October 2026 | $44,925,270,699 | 119 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chevy Chase Trust Company (CRD 110742): Form ADV filing data as of October 2026.