CHEVY CHASE TRUST COMPANY
CRD #110742 SEC #801-55134 BETHESDA, MD 240-497-5000
SEC Registered
Total AUM
$40.3B
Discretionary
$40.3B
Employees
118
Clients
--
Accounts
5,016
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $40.3B | $40.3B | $0 | 118 | 0 |
| Aug 2024 | $36B | $36B | $0 | 108 | 0 |
| Mar 2024 | $36B | $36B | $0 | 108 | 0 |
| Jan 2024 | $32B | $32B | $0 | 103 | 0 |
| Apr 2023 | $32B | $32B | $0 | 103 | 0 |
| Mar 2023 | $32B | $32B | $0 | 103 | 0 |
| Jul 2022 | $39.2B | $39.2B | $0 | 96 | 0 |
| Mar 2022 | $39.2B | $39.2B | $0 | 96 | 0 |
| May 2021 | $35.9B | $35.9B | $0 | 97 | 0 |
| Mar 2021 | $35.9B | $35.9B | $0 | 97 | 0 |
| Jan 2021 | $32.1B | $32.1B | $0 | 90 | 1,109 |
| Nov 2020 | $32.1B | $32.1B | $0 | 90 | 1,109 |
| Jun 2020 | $34B | $34B | $0 | 90 | 0 |
| May 2020 | $34B | $34B | $0 | 90 | 0 |
| Mar 2020 | $34B | $34B | $0 | 90 | 0 |
| May 2019 | $27.7B | $27.7B | $0 | 86 | 0 |
| Mar 2019 | $27.7B | $27.7B | $0 | 86 | 0 |
| Mar 2019 | $27.7B | $27.7B | $0 | 86 | 0 |
| Dec 2018 | $30B | $30B | $0 | 88 | 0 |
| Apr 2018 | $30B | $30B | $0 | 88 | 0 |
| Mar 2018 | $30B | $30B | $0 | 88 | 0 |
| May 2017 | $25.5B | $25.5B | $0 | 83 | 1,300 |
| Mar 2017 | $25.5B | $25.5B | $0 | 83 | 1,300 |
| Jul 2016 | $23.2B | $23.2B | $0 | 84 | 1,300 |
| Mar 2016 | $23.2B | $23.2B | $0 | 84 | 3,600 |
| May 2015 | $21.2B | $21.2B | $0 | 80 | 3,200 |
| Mar 2015 | $21.2B | $21.2B | $0 | 80 | 3,200 |
| Jul 2014 | $18.9B | $18.9B | $0 | 76 | 2,900 |
| May 2014 | $18.9B | $18.9B | $0 | 76 | 2,900 |
| Mar 2014 | $18.2B | $18.2B | $0 | 69 | 2,800 |
| May 2013 | $14.6B | $14.6B | $0 | 67 | 2,800 |
| Mar 2013 | $14.6B | $14.6B | $0 | 67 | 2,800 |
| Aug 2012 | $10.4B | $10.4B | $5M | 11 | 2,100 |
| Mar 2012 | $10.4B | $10.4B | $5M | 11 | 2,100 |
| Aug 2011 | $9.2B | $9.1B | $107.2M | -- | -- |
| Mar 2011 | $9.2B | $9.1B | $107.2M | -- | -- |
| Dec 2010 | $8.3B | $8.2B | $109.7M | -- | -- |
| Aug 2010 | $8.3B | $8.2B | $109.7M | -- | -- |
| May 2010 | $8.3B | $8.2B | $109.7M | -- | -- |
| May 2009 | $10.8B | $7.7B | $3.1B | -- | -- |
| Apr 2009 | $8.7B | $8.6B | $97.7M | -- | -- |
| Mar 2009 | $8.7B | $8.6B | $97.7M | -- | -- |
| Dec 2007 | $14.1B | $9.8B | $4.3B | -- | -- |
| Jan 2007 | $8.2B | $8.1B | $90.7M | -- | -- |
| Jan 2006 | $7.3B | $7.3B | $90.7M | -- | -- |
| Dec 2005 | $7.3B | $7.3B | $90.7M | -- | -- |
| Nov 2005 | $7.2B | $7.1B | $90.7M | -- | -- |
| Feb 2005 | $4.8B | $4.7B | $78.1M | -- | -- |
| Dec 2004 | $4.8B | $4.7B | $78.1M | -- | -- |
| Aug 2004 | $4.3B | $4.3B | $0 | -- | -- |
| Apr 2004 | $4.3B | $4.3B | $0 | -- | -- |
| Apr 2004 | $4.3B | $4.3B | $0 | -- | -- |
| Jan 2004 | $4.3B | $4.3B | $0 | -- | -- |
| Dec 2003 | $4.3B | $4.3B | $0 | -- | -- |
DateMar 2025
Total AUM$40.3B
Discretionary$40.3B
Non-Disc.$0
Employees118
Clients0
DateAug 2024
Total AUM$36B
Discretionary$36B
Non-Disc.$0
Employees108
Clients0
DateMar 2024
Total AUM$36B
Discretionary$36B
Non-Disc.$0
Employees108
Clients0
DateJan 2024
Total AUM$32B
Discretionary$32B
Non-Disc.$0
Employees103
Clients0
DateApr 2023
Total AUM$32B
Discretionary$32B
Non-Disc.$0
Employees103
Clients0
DateMar 2023
Total AUM$32B
Discretionary$32B
Non-Disc.$0
Employees103
Clients0
DateJul 2022
Total AUM$39.2B
Discretionary$39.2B
Non-Disc.$0
Employees96
Clients0
DateMar 2022
Total AUM$39.2B
Discretionary$39.2B
Non-Disc.$0
Employees96
Clients0
DateMay 2021
Total AUM$35.9B
Discretionary$35.9B
Non-Disc.$0
Employees97
Clients0
DateMar 2021
Total AUM$35.9B
Discretionary$35.9B
Non-Disc.$0
Employees97
Clients0
DateJan 2021
Total AUM$32.1B
Discretionary$32.1B
Non-Disc.$0
Employees90
Clients1,109
DateNov 2020
Total AUM$32.1B
Discretionary$32.1B
Non-Disc.$0
Employees90
Clients1,109
DateJun 2020
Total AUM$34B
Discretionary$34B
Non-Disc.$0
Employees90
Clients0
DateMay 2020
Total AUM$34B
Discretionary$34B
Non-Disc.$0
Employees90
Clients0
DateMar 2020
Total AUM$34B
Discretionary$34B
Non-Disc.$0
Employees90
Clients0
DateMay 2019
Total AUM$27.7B
Discretionary$27.7B
Non-Disc.$0
Employees86
Clients0
DateMar 2019
Total AUM$27.7B
Discretionary$27.7B
Non-Disc.$0
Employees86
Clients0
DateMar 2019
Total AUM$27.7B
Discretionary$27.7B
Non-Disc.$0
Employees86
Clients0
DateDec 2018
Total AUM$30B
Discretionary$30B
Non-Disc.$0
Employees88
Clients0
DateApr 2018
Total AUM$30B
Discretionary$30B
Non-Disc.$0
Employees88
Clients0
DateMar 2018
Total AUM$30B
Discretionary$30B
Non-Disc.$0
Employees88
Clients0
DateMay 2017
Total AUM$25.5B
Discretionary$25.5B
Non-Disc.$0
Employees83
Clients1,300
DateMar 2017
Total AUM$25.5B
Discretionary$25.5B
Non-Disc.$0
Employees83
Clients1,300
DateJul 2016
Total AUM$23.2B
Discretionary$23.2B
Non-Disc.$0
Employees84
Clients1,300
DateMar 2016
Total AUM$23.2B
Discretionary$23.2B
Non-Disc.$0
Employees84
Clients3,600
DateMay 2015
Total AUM$21.2B
Discretionary$21.2B
Non-Disc.$0
Employees80
Clients3,200
DateMar 2015
Total AUM$21.2B
Discretionary$21.2B
Non-Disc.$0
Employees80
Clients3,200
DateJul 2014
Total AUM$18.9B
Discretionary$18.9B
Non-Disc.$0
Employees76
Clients2,900
DateMay 2014
Total AUM$18.9B
Discretionary$18.9B
Non-Disc.$0
Employees76
Clients2,900
DateMar 2014
Total AUM$18.2B
Discretionary$18.2B
Non-Disc.$0
Employees69
Clients2,800
DateMay 2013
Total AUM$14.6B
Discretionary$14.6B
Non-Disc.$0
Employees67
Clients2,800
DateMar 2013
Total AUM$14.6B
Discretionary$14.6B
Non-Disc.$0
Employees67
Clients2,800
DateAug 2012
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$5M
Employees11
Clients2,100
DateMar 2012
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$5M
Employees11
Clients2,100
DateAug 2011
Total AUM$9.2B
Discretionary$9.1B
Non-Disc.$107.2M
Employees--
Clients--
DateMar 2011
Total AUM$9.2B
Discretionary$9.1B
Non-Disc.$107.2M
Employees--
Clients--
DateDec 2010
Total AUM$8.3B
Discretionary$8.2B
Non-Disc.$109.7M
Employees--
Clients--
DateAug 2010
Total AUM$8.3B
Discretionary$8.2B
Non-Disc.$109.7M
Employees--
Clients--
DateMay 2010
Total AUM$8.3B
Discretionary$8.2B
Non-Disc.$109.7M
Employees--
Clients--
DateMay 2009
Total AUM$10.8B
Discretionary$7.7B
Non-Disc.$3.1B
Employees--
Clients--
DateApr 2009
Total AUM$8.7B
Discretionary$8.6B
Non-Disc.$97.7M
Employees--
Clients--
DateMar 2009
Total AUM$8.7B
Discretionary$8.6B
Non-Disc.$97.7M
Employees--
Clients--
DateDec 2007
Total AUM$14.1B
Discretionary$9.8B
Non-Disc.$4.3B
Employees--
Clients--
DateJan 2007
Total AUM$8.2B
Discretionary$8.1B
Non-Disc.$90.7M
Employees--
Clients--
DateJan 2006
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$90.7M
Employees--
Clients--
DateDec 2005
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$90.7M
Employees--
Clients--
DateNov 2005
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$90.7M
Employees--
Clients--
DateFeb 2005
Total AUM$4.8B
Discretionary$4.7B
Non-Disc.$78.1M
Employees--
Clients--
DateDec 2004
Total AUM$4.8B
Discretionary$4.7B
Non-Disc.$78.1M
Employees--
Clients--
DateAug 2004
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees--
Clients--
DateDec 2003
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees--
Clients--