# CHASE INVESTMENT COUNSEL CORPORATION

CHASE INVESTMENT COUNSEL CORPORATION is an Asset Manager based in Charlottesville, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Charlottesville, United States
- **Region:** North America
- **Address:** Charlottesville, VA, United States
- **Founded:** 1932
- **Assets under management:** $2B – $4B (Altss estimate)
- **Website:** chaseinv.com
- **LinkedIn:** https://www.linkedin.com/company/chase-investment-counsel

## Regulatory record

- **CRD number:** 104648
- **SEC file number:** 801-3396
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104648

## About

CHASE INVESTMENT COUNSEL CORPORATION is an SEC-registered investment adviser in CHARLOTTESVILLE, VA, since 1964. The firm manages $510 million in assets, $386 million on a discretionary basis. It has 7 employees and 6 investment advisers.

## Sectors

- Public Equities

## People

- Derwood S. Chase Jr. — Founder

## Questions

### Who runs investment decisions at Chase Investment Counsel?

Portfolio management is led by the firm's senior investment committee, which includes third-generation family member Derwood S. Chase III and long-tenured principals. The process relies on a bottom-up, team-based research approach rather than a star-manager model. Decision-making authority for individual portfolios rests with the portfolio managers directly assigned to each client relationship.

### How does Chase Investment Counsel source investment ideas?

The firm uses a proprietary fundamental screening process focused on identifying large-cap companies with consistent above-average earnings and revenue growth. Idea generation is internally driven, drawing on financial statement analysis, management quality assessment, and industry positioning. The firm does not rely on sell-side research or external idea generation platforms as primary inputs.

### Does the firm offer products beyond large-cap US equities?

No. The firm has maintained a single-strategy focus on large-cap US growth equities since its founding. It does not offer fixed-income, international, small-cap, or alternative investment strategies. This singular focus is a deliberate structural choice, not a gap in coverage.

### How is the firm owned, and what is the succession plan?

Chase Investment Counsel is employee-owned and independent. Ownership has transitioned across generations, with Derwood S. Chase III representing the third generation of family leadership. The firm's succession architecture embeds equity ownership among senior professionals, a structure that aligns multi-decade employee tenure with client portfolio horizons.

### What client types does the firm serve?

The firm primarily manages separate accounts for high-net-worth individuals, multi-generational families, and a limited number of institutional clients such as endowments and foundations. It does not operate mutual funds, ETFs, or commingled vehicles, maintaining a direct account-by-account management model.

### What is the firm's geographic footprint?

Chase Investment Counsel operates from a single headquarters in Charlottesville, Virginia. The firm has maintained this single-office structure since its founding. Its client base is national, historically built through professional and personal referral networks rather than through a distributed advisor sales force.

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- [Bernzott Capital Advisors](https://altss.com/profile/bernzott-capital-advisors)
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Last updated: 2026-06-03T20:00:00.000Z

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