Chevy Chase Trust Company
Bethesda, MD·SEC-registered · CRD #110742
Chevy Chase Trust Company is an SEC-registered investment advisory firm in Bethesda, MD managing $45B across 5.1k client accounts, with 42 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$45B
Client accounts
5.1k
Advisory staff
42
Fee model
Fee-based
How Chevy Chase Trust Company is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Chevy Chase Trust Company
How much does Chevy Chase Trust Company manage?
Per its most recent SEC Form ADV filing (03/31/2026), Chevy Chase Trust Company reports $45B in regulatory assets under management across roughly 5.1k client accounts.
How does Chevy Chase Trust Company charge?
Chevy Chase Trust Company is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Chevy Chase Trust Company a fiduciary?
Yes. Chevy Chase Trust Company is registered with the U.S. Securities and Exchange Commission (CRD #110742), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Chevy Chase Trust Company taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Chevy Chase Trust Company and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Chevy Chase Trust Company's public SEC Form ADV filing (CRD #110742, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Chevy Chase Trust Company. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Chevy Chase Trust Company? Claim this profile.