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Advisor

Derwood Chase

Chase Investment Counsel · Charlottesville, Virginia

Derwood Chase is a fee-only financial advisor at Chase Investment Counsel in Charlottesville, Virginia. Chase Investment Counsel reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

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Facts

FirmChase Investment Counsel
Based in Charlottesville, Virginia
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$509.8M across 137 accounts
SEC registration Investment adviser representative in VA · CRD 1781618
Exams passedSeries 63 (1998)
Firm size7 employees
Disclosures None reported
Websitewww.chasegrowthfund.com
LinkedInProfile

How Derwood's firm compares

  • Chase Investment Counsel's average account is about $3.7 million, from its Form ADV (assets managed divided by 137 accounts).

What fee-only advisors charge in Virginia

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Questions about Derwood

Is Derwood Chase a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Derwood holds no broker registration, and Chase Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Derwood charge for financial advice?

Derwood's firm, Chase Investment Counsel, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Derwood Chase based?

Derwood Chase is based in Charlottesville, Virginia.

Is Derwood Chase registered with the SEC?

Yes. Derwood Chase is registered as an investment adviser representative in VA (CRD 1781618), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Chase Investment Counsel manage?

Chase Investment Counsel reports $509.8M across 137 accounts in assets under management.

How do I contact Derwood Chase?

Through Derwood's website, www.chasegrowthfund.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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