Peter Tuz
Chase Investment Counsel · Charlottesville, Virginia
Peter Tuz is a fee-only financial advisor at Chase Investment Counsel in Charlottesville, Virginia, who holds the CFP and CFA credentials. Chase Investment Counsel reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Chase Investment Counsel |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $509.8M across 137 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX, VA · CRD 1507379 |
| Exams passed | Series 63 (1988) · Series 65 (1997) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.chasegrowthfund.com |
| Profile |
How Peter's firm compares
- Chase Investment Counsel's average account is about $3.7 million, from its Form ADV (assets managed divided by 137 accounts).
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Questions about Peter
Is Peter Tuz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?
Peter's firm, Chase Investment Counsel, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Peter Tuz based?
Peter Tuz is based in Charlottesville, Virginia.
What credentials does Peter Tuz hold?
Peter Tuz holds the CFP and CFA credentials.
Is Peter Tuz registered with the SEC?
Yes. Peter Tuz is registered as an investment adviser representative in TX and VA (CRD 1507379), 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 Peter Tuz?
Through Peter'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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