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| Happy Holidays!! thanks for using AUM13F!! |
| Chase Investment Counsel Corporation
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| CRD # | 104648 |
| SEC # | 801-3396 |
| CIK # | 0000019475 |
| AUM | $452.2 M (2025-03-28) |
| Employees | 7 (86% Investors, 14% Brokers) |
| Phone | 434-293-9104 |
| Address | 350 Old Ivy Way, Suite 100 Charlottesville, VA 22903-4897 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 6.6 | ||
| National Fuel Gas Co | 6.3 | ||
| Twilio Inc | 6.3 | ||
| HCA Holdings Inc | 6.1 | ||
| F5 Networks Inc | 6.0 | ||
| American Express Co | 5.8 | ||
| Agnico Eagle Mines Ltd | 5.8 | ||
| SAP SE | 5.3 | ||
| Mastec Inc | 5.0 | ||
| Advanced Micro Devices Inc | 4.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 0.0 |
| (b) Individuals (high net worth individuals) | 70 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 121 | 0.5 |
| By Discretionary | ||
| Discretionary | 118 | 0.3 |
| Non-Discretionary | 3 | 0.1 |
| Total | 121 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 121 | 0.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000019475] |
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|---|---|---|
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Elyxium Wealth LLC
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TX | 0.5 |
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Hutchens & Kramer Investment Management Group LLC
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OH | 0.5 |
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Mindful Asset Planning LLC
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Inlight Wealth Management LLC
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GA | 0.5 |
|
Ulland Investment Advisors LLC
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Financial Harvest LLC
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FL | 0.5 |