Spencer Garrett
Chase Investment Counsel · Charlottesville, Virginia
Spencer Garrett 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.
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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 |
| SEC registration | Investment adviser representative in VA · CRD 6692788 |
| Exams passed | Series 63 (2022) · Series 66 (2017) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.chasegrowthfund.com |
How Spencer'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 Spencer
Is Spencer Garrett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Spencer 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 Spencer charge for financial advice?
Spencer's firm, Chase Investment Counsel, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Spencer Garrett based?
Spencer Garrett is based in Charlottesville, Virginia.
Is Spencer Garrett registered with the SEC?
Yes. Spencer Garrett is registered as an investment adviser representative in VA (CRD 6692788), 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 Spencer Garrett?
Through Spencer'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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