Stuart F. Chase

CHASE INVESTMENT COUNSEL

CHARLOTTESVILLE, VA

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CRD#: 1723226

Professional summary

Stuart Furst Chase is a registered financial advisor currently at CHASE INVESTMENT COUNSEL CORPORATION located in Charlottesville, Virginia.

Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Stuart has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

STUART F, CHASE SERVES AS CHAIRMAN OF THE BOARD FOR CHASE INVESTMENT COUNSEL CORPORATION, AN INVESTMENT ADVISER LOCATED AT 350 OLD IVY WAY, SUITE 100, CHARLOTTESVILLE, VA 22903-4897. STUART HAS BEEN A DIRECTOR SINCE JUNE 1994, AND CHAIRMAN OF THE BOARD SINCE 2013. HE DEVOTES APPROXIMATELY THREE HOURS PER MONTH, ALL OF WHICH OCCUR DURING TRADING HOURS, TWO ANNUAL MEETINGS, AND FULFILLING REQUESTS AS NEEDED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart Furst Chase's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 25, 2006 - Present

CHASE INVESTMENT COUNSEL CORPORATION

RIA

CRD#: 104648

CHARLOTTESVILLE, VA

Past

August 20, 1987 - May 16, 1994

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHASE INVESTMENT COUNSEL CORPORATION

CHASE INVESTMENT COUNSEL CORP | CHASE INVESTMENT COUNSEL CORPORATION

CRD#: 104648 / SEC#: 801-3396

RIA

Registered Investment Advisory firm - (3/5/1964 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(4/25/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/24/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/4/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/15/1987

General Securities Representative Examination

Current Firm

CHASE INVESTMENT COUNSEL CORPORATION

CHASE INVESTMENT COUNSEL CORP | CHASE INVESTMENT COUNSEL CORPORATION

CRD#: 104648 / SEC#: 801-3396

RIA

Registered Investment Advisory firm - (3/5/1964 Approved)

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Contact information

Main Address

350 Old Ivy Way, Suite 100, Charlottesville, VA 22903-4897

Mailing Address

Phone number

(434) 293-9104

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHASE INVESTMENT COUNSEL ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	121
AUM (Assets Under Management)	$ 452,198,390

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/20/2024	Cover Page	Report
09/22/2023	Cover Page	Report
01/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Stuart F. Chase

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart Furst Chase's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHASE INVESTMENT COUNSEL CORPORATION

THE ROBINSON-HUMPHREY COMPANY, LLC

Primary Firm SEC Registration

CHASE INVESTMENT COUNSEL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 4/24/2006

Series 63

Date: 9/4/1987

Series 7

Date: 8/15/1987

Current Firm

CHASE INVESTMENT COUNSEL CORPORATION

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CHASE INVESTMENT COUNSEL CORPORATION

TRUST BUT VERIFY

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