CHEVY CHASE TRUST Co
BETHESDA, MD · CIK 1051615 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 1997 · corporation
- Assets managed$44.9bn
- Staff119 · 42 in investment roles
- Main clients (by assets)Private funds 70%, High net worth individuals 28%, Charities 2%
- Form ADV · 2026-03-31SEC adviser record
- Legal entityCHEVY CHASE TRUST COMPANY (US)
- Others nearbyBethesda, MD, Mc Lean, VA
As an employer
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Bethesda, MD (main office)United States | about 39 |
| Mclean, VAUnited States | 3 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.