Investment adviser · CRD 110742

CHEVY CHASE TRUST COMPANY

Investment adviser filing (IA)

BETHESDA, MD, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $44.9B
Client accounts: 5,097
Employees: 119
Advisory professionals: 42

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	4	$31,565,001,770	70.3%
High-net-worth individuals	1,177	$12,453,355,696	27.7%
Charities	46	$713,972,779	1.6%
Corporations & businesses	11	$105,621,553	0.2%
Investment companies	1	$43,613,938	0.1%
Other clients	Fewer than 5	$24,770,383	0.1%
Retirement plans	Fewer than 5	$10,720,505	0.0%
Government entities	Fewer than 5	$8,214,075	0.0%

Filing source

Form ADV 2044973 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

7501 WISCONSIN AVENUE, 15TH FLOOR
BETHESDA, MD, 20814, United States

CRD 110742

Filing source

Form ADV 2044973 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.