DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Chevy Chase Trust Company
Latest filing Mar 31, 2026
First filing on the tape Mar 29, 2012 · 35 filings
SEC status approved since Dec 24, 1997
RAUM
$45B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
28%
$12B individuals and HNW
Advisors
40
registered through the firm on IAPD
RAUM per advisor
$1.1B
derived; firm RAUM over IAPD count
Employees
119
42 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$45B as of Mar 31, 2026
Mar 29, 2012$10B then
HNW client RAUM$12B as of Mar 31, 2026
Mar 30, 2018$6.0B then
State-registered IARs (5.B.3)38 as of Mar 31, 2026
Mar 28, 201323 then
Employees (5.A)119 as of Mar 31, 2026
Mar 28, 201367 then
Private funds: no history
RAUM +12% over the last fiscal year+12% a year over threeIARs 37 to 38
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $1.1BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $10.6MderivedHNW RAUM over HNW clients
- Average account
- $8.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.9derivedItem 5.A over advisors
- Advisors per office
- 20.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +2.7%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisers, educational seminars, otherreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Custody
- $44B, 4,997 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a trust company (6.A.8)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- the adviser acts as qualified custodian (9.D.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$32B70%
- High-net-worth individuals$12B28%
- Charitable organizations$714M1.6%
- Corporations and businesses$106M0.2%
- Investment companies$43.6M0.1%
- Pension and profit-sharing plans$10.7M0.0%
- State and municipal entities$8.2M0.0%
- Individual clients
- n/areported
- HNW clients
- 1,177reported
- Pension plan clients
- 2reported
- Charitable clients
- 46reported
- Accounts
- 5,097reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $44B for 4,997 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.28 fund_share=0.7 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
41 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Judy Kay Mccoy | Bethesda, Md | Oct 1, 2000 | 30 y | 0 |
| Lynn M. Panagos | Bethesda, Md | Oct 7, 2003 | 26 y | 0 |
| Edward Bernerd DobranetskiChartered Financial Analyst | Bethesda, Md | Aug 5, 2005 | 36 y | 1 |
| Michael S Gildenhorn | Bethesda, Md | Nov 22, 2005 | 35 y | 2 |
| Craig Andrew Pernick | Bethesda, Md | Nov 22, 2005 | 43 y | 1 |
| Arthur Alan Adler | Bethesda, Md | Nov 23, 2005 | 27 y | 1 |
| Stacy Constance MurchisonChartered Financial Consultant | Bethesda, Md | Nov 20, 2006 | 39 y | 0 |
| Christine M. Wallace | Bethesda, Md | Oct 13, 2008 | 31 y | 0 |
| Justin Scott Liberti | Bethesda, Md | Nov 18, 2009 | 22 y | 2 |
| Marc Kaye Wishkoff | Bethesda, Md | Dec 11, 2009 | 19 y | 1 |
| Deborah Groomes Gandy | Bethesda, Md | Dec 11, 2009 | 28 y | 1 |
| Debritu Laly KassaCertified Financial Planner | Bethesda, Md | Feb 18, 2010 | 20 y | 1 |
| Spencer Christian Smith | Bethesda, Md | Mar 15, 2010 | 24 y | 0 |
| Michael Joseph StaffordChartered Financial Analyst | Bethesda, Md | Jun 29, 2010 | 24 y | 1 |
| Lawrence Peter Fisher | Bethesda, Md | Nov 1, 2010 | 21 y | 0 |
| Robert Wilkinson EubankChartered Financial Analyst | Bethesda, Md | Apr 17, 2013 | 14 y | 0 |
| Jeffrey Crawford DillmanChartered Financial Analyst | Bethesda, Md | May 23, 2013 | 32 y | 0 |
| Amy Priscilla Raskin | Bethesda, Md | Jan 13, 2015 | 28 y | 0 |
| Jastinder Singh SohiChartered Financial Analyst | Bethesda, Md | Nov 4, 2016 | 16 y | 2 |
| Blake Keeley Doyle | Bethesda, Md | Nov 30, 2016 | 21 y | 1 |
| Carlton William Davis | Bethesda, Md | Oct 16, 2018 | 13 y | 2 |
| Du Na Hur | Bethesda, Md | Jun 24, 2019 | 23 y | 0 |
| Tapfuma Filex ChibayaChartered Financial Analyst | Bethesda, Md | Feb 18, 2020 | 15 y | 0 |
| Wendy Marie MoyersCertified Financial Planner | Bethesda, Md | Dec 5, 2021 | 30 y | 6 |
| Henry Kingsland Romeyn | Bethesda, Md | Jan 31, 2022 | 10 y | 0 |
| Frederick Matson HopkinsChartered Financial Analyst | Bethesda, Md | Feb 25, 2022 | 13 y | 0 |
| Claire Virginia Voorhees | Bethesda, Md | Jul 29, 2022 | 15 y | 0 |
| Ramona K Mockoviak | Bethesda, Md | Sep 9, 2022 | 22 y | 3 |
| James Minh Nguyen | Bethesda, Md | Sep 9, 2022 | 17 y | 1 |
| Christopher Matthew YoungChartered Financial Analyst | Bethesda, Md | Sep 9, 2022 | 11 y | 0 |
| Andrew Morgan | Bethesda, Md | Oct 21, 2022 | 10 y | 0 |
| Paula Anne LandauCertified Financial Planner | Bethesda, Md | Mar 1, 2023 | 41 y | 5 |
| Jonathan Kobets | Bethesda, Md | Aug 15, 2023 | 17 y | 3 |
| Alok Bhatt | Bethesda, Md | Aug 15, 2023 | 12 y | 1 |
| Michael Quinton Clemm | Bethesda, Md | Sep 19, 2023 | 12 y | 0 |
| Randy Alan RyanPersonal Financial Specialist | Bethesda, Md | Jan 18, 2024 | 19 y | 2 |
| Jackie S FontanaCertified Financial Planner | Bethesda, Md | Feb 25, 2025 | 28 y | 1 |
| Jenny Yun Sook Kim | Bethesda, Md | Oct 24, 2025 | 15 y | 0 |
| Caroline Terrell Szivos | Bethesda, Md | Jun 6, 2026 | 15 y | 0 |
| Simeon SpruillCertified Financial Planner | Bethesda, Md | Jul 30, 2026 | 10 y | 2 |
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 2.5% of current headcount4 left over 36 months
Left, latest
- Kristi Nicole Bledsoe Henry to Creative PlanningJan 15, 2026 · RIA to RIA
- Melanie Simons to Charles Schwab & Co., Inc.Sep 30, 2024 · RIA to affiliated broker-dealer or bank
- Ashley G. Hall to J.P. Morgan Securities LLCSep 27, 2024 · RIA to wirehouse
- Anneke Niemira to New Edge WealthNov 15, 2023 · RIA to affiliated broker-dealer or bank
- Andrew Reding Marshall to Citigroup Global Markets Inc.Nov 29, 2021 · RIA to affiliated broker-dealer or bank
- Daniel A Serra to Sagevest Wealth ManagementOct 21, 2021 · RIA to RIA
- Hsuan Wang to Commonwealth Financial NetworkOct 29, 2019 · RIA to affiliated broker-dealer or bank
- Robert Eric Kraus to Asb Capital Management LLCJul 5, 2017 · Other
- Carlton William Davis to Asb Capital Management LLCNov 15, 2016 · Other
- Michael S. Calkin to Macroview Investment Management LLCMar 1, 2013 · Other
- John Arnold Edwards to Asb Capital Management LLCMar 26, 2010 · Other
- Daniel Jay Cohen to Macroview Investment Management LLCJan 6, 2010 · Other
Joined, latest
- Simeon Spruill from Focus Partners Wealth, LLCJul 30, 2026 · RIA to RIA
- Jackie S Fontana from Fbb Capital PartnersFeb 25, 2025 · RIA to RIA
- Randy Alan Ryan from Oars CapitalJan 18, 2024 · RIA to RIA
- Jonathan Kobets from UBS Financial Services Inc.Aug 15, 2023 · Wirehouse to independent RIA
- Alok Bhatt from J.P. Morgan Securities LLCAug 15, 2023 · Wirehouse to independent RIA
- Melanie Simons from Reframe Wealth, LLCMar 1, 2023 · RIA to RIA
- Paula Anne Landau from Triton Wealth ManagementMar 1, 2023 · Other
- Ramona K Mockoviak from Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 9, 2022 · Wirehouse to independent RIA
- James Minh Nguyen from Bdo Wealth Advisors, LLCSep 9, 2022 · RIA to RIA
- Wendy Marie Moyers from Councilor Wealth LLCDec 5, 2021 · RIA to RIA
- Carlton William Davis from Asb Capital Management LLCOct 16, 2018 · Other
- Blake Keeley Doyle from Height Analytics, LLCNov 30, 2016 · Other
- Jastinder Singh Sohi from M&T Securities, Inc.Nov 4, 2016 · Other
- Hsuan Wang from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 17, 2014 · Other
- Daniel A Serra from Freed AdvisorsMay 27, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Patrick George Clancy · Directorcontrolsince 07/2010 · owns less than 5%
- Roy Paul Duncan · Chief Compliance Officercontrolsince 01/2005 · owns less than 5%
- Albert Joel Friedman · Chief Financial Officercontrolsince 03/2010 · owns less than 5%
- Melville Gilbert Grosvenor · Directorcontrolsince 01/2010 · owns less than 5%
- M. Kevin Heilenday · General Counselcontrolsince 01/2024 · owns less than 5%
- F (Mi Only) William Mcsweeny · Directorcontrolsince 11/1997 · owns less than 5%
- M. Lynn Panagos · Chief Operating Officercontrolsince 07/2012 · owns less than 5%
- Gregory Howard Platts · Directorcontrolsince 03/2009 · owns less than 5%
- Alexander Earl Powell · Directorcontrolsince 04/2018 · owns less than 5%
- Francis II Bernard Saul · Chairman Of The Board Of Directors And Directorcontrolsince 11/1997 · owns less than 5%
- Patricia Saul · Vice Chair Of The Board Of Directors And Directorcontrolsince 03/2022 · owns less than 5%
- Jeffrey John Whitaker · President, Ceo And Directorcontrolsince 01/2021 · owns less than 5%
- Anita Wendelin White · Directorcontrolsince 12/2011 · owns less than 5%
- Francis II Bernard Saul · Ownercontrolsince 02/2009 · owns 75% or more of Chevy Chase Holdings, Inc.
Entity owners
- Chevy Chase Trust Holdings, LLC · Ownerdirect · owns 75% or more
- Chevy Chase Holdings, Inc. · Ownerindirect · owns 75% or more of Westminster Investing, LLC
- Westminster Investing, LLC · Ownerindirect · owns 75% or more of Chevy Chase Trust Holdings, LLC
Related persons
Schedule D 7.A
- Asb Capital Management LLCinvestment adviserpooled vehicle sponsornRAUM $37B
Advisers that list Chevy Chase Trust Company as a related person
- 110995 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bethesda, Md · principal | 40 | 3 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Mclean, VA4 employees
What changed
consecutive filings, newest first
- Charity clients · 47 to 46Mar 31, 2025 to Mar 31, 2026
- Accounts · 5,016 to 5,097Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 41 to 42Mar 31, 2025 to Mar 31, 2026
- Corporate clients · 12 to 11Mar 31, 2025 to Mar 31, 2026
- HNW clients · 1,164 to 1,177Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $40B to $44BMar 31, 2025 to Mar 31, 2026
- Employees · 118 to 119Mar 31, 2025 to Mar 31, 2026
- State-registered IARs · 37 to 38Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $40B to $45BMar 31, 2025 to Mar 31, 2026
- HNW RAUM · $11B to $12BMar 31, 2025 to Mar 31, 2026
- Pension RAUM · $10.0M to $10.7MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $28B to $32BMar 31, 2025 to Mar 31, 2026
- RAUM · $40B to $45BMar 31, 2025 to Mar 31, 2026
- Accounts · 4,811 to 5,016Aug 19, 2024 to Mar 31, 2025
- Advisory employees · 40 to 41Aug 19, 2024 to Mar 31, 2025
- Charity clients · 45 to 47Aug 19, 2024 to Mar 31, 2025
- Corporate clients · 11 to 12Aug 19, 2024 to Mar 31, 2025
- HNW clients · 1,155 to 1,164Aug 19, 2024 to Mar 31, 2025
- Assets in custody · $36B to $40BAug 19, 2024 to Mar 31, 2025
- Employees · 108 to 118Aug 19, 2024 to Mar 31, 2025
- Financial planning clients · More than 500 to More than 500Aug 19, 2024 to Mar 31, 2025
- State-registered IARs · 39 to 37Aug 19, 2024 to Mar 31, 2025
- Discretionary RAUM · $36B to $40BAug 19, 2024 to Mar 31, 2025
- HNW RAUM · $10B to $11BAug 19, 2024 to Mar 31, 2025
- Pension RAUM · $9.6M to $10.0MAug 19, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $25B to $28BAug 19, 2024 to Mar 31, 2025
- RAUM · $36B to $40BAug 19, 2024 to Mar 31, 2025
- Accounts · 4,695 to 4,811Jan 12, 2024 to Mar 29, 2024
- Advisory employees · 35 to 40Jan 12, 2024 to Mar 29, 2024
- Advisory activities · 9 to 8Jan 12, 2024 to Mar 29, 2024
- HNW clients · 1,123 to 1,155Jan 12, 2024 to Mar 29, 2024
- Assets in custody · $32B to $36BJan 12, 2024 to Mar 29, 2024
- Employees · 103 to 108Jan 12, 2024 to Mar 29, 2024
- State-registered IARs · 34 to 39Jan 12, 2024 to Mar 29, 2024
- Discretionary RAUM · $32B to $36BJan 12, 2024 to Mar 29, 2024
- HNW RAUM · $8.9B to $10BJan 12, 2024 to Mar 29, 2024
- Pension RAUM · $8.9M to $9.6MJan 12, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $22B to $25BJan 12, 2024 to Mar 29, 2024
- RAUM · $32B to $36BJan 12, 2024 to Mar 29, 2024
- Accounts · 4,529 to 4,695Jul 11, 2022 to Mar 30, 2023
Signals
10 dated events
- John Christopher Northrup registered as an investment adviser representative at Chevy Chase Trust CompanySep 14, 2026 · Advisor registered · fact
- Kristi Nicole Bledsoe Henry left Chevy Chase Trust Company for Creative Planning (registered 2026-02-09)Jan 15, 2026 · Advisor changed firm · fact
- Melanie Simons left Chevy Chase Trust Company for Charles Schwab & Co., Inc. (registered 2024-10-21)Sep 30, 2024 · Advisor changed firm · fact
- Ashley G. Hall left Chevy Chase Trust Company for J.P. Morgan Securities Llc (registered 2024-10-31)Sep 27, 2024 · Advisor changed firm · fact
- Michael Peter Welber (Director) no longer on Schedule A of Chevy Chase Trust Company (listed 2024-03-29, absent 2024-08-19)Aug 19, 2024 · Control person left · inference
- M. Kevin Heilenday (General Counsel) appeared on Schedule A of Chevy Chase Trust CompanyJan 12, 2024 · Control person joined · fact
- Nicolaides Christine Kearns (Vice Chair & General Counsel) no longer on Schedule A of Chevy Chase Trust Company (listed 2023-04-27, absent 2024-01-12)Jan 12, 2024 · Control person left · inference
- Anneke Niemira left Chevy Chase Trust Company for New Edge Wealth (registered 2023-11-27)Nov 15, 2023 · Advisor changed firm · fact
- Jeffrey John Whitaker (President & Ceo) appeared on Schedule A of Chevy Chase Trust CompanyJan 13, 2021 · Control person joined · fact
- Doheny Lasalle Leffall (Director) no longer on Schedule A of Chevy Chase Trust Company (listed 2019-03-29, absent 2019-05-17)May 17, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 240-497-5000reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 571-622-1200reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/chevychasetrustreportedpublic record, Form ADV, Sep 17, 2026
- Website
- chevychasetrust.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 240-497-5000reportedpublic record, Form ADV, Mar 31, 2026
- Contact form
- chevychasetrust.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- chevychasetrust.com/people/#teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.1Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026