Derwood Chase has been Founder & Chairman Emeritus, Director, Shareholder of Chase Investment Counsel since January 2013, is a control person of the firm and directly owns 75% or more of it.
Chase Investment Counsel Corporation is a Charlottesville, VA firm with $510M under management, 132 clients and 6 advisers in one office, as of its March 2026 filing.
- – present · 40 yearsCharlottesville, VA · Adviser representative · Firm CRD 104648
Investment adviser representative registrations
Derwood Chase is registered as an investment adviser representative in Virginia, since February 1988.
- VirginiaSince 23 February 1988
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 16 March 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 March 1998 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Derwood Sumner Chase
- CRD
- 1781618
- Firm
- Chase Investment Counsel · CRD 104648
- Role
- Founder & Chairman Emeritus, Director, Shareholder
- Office
- 350 OLD IVY WAY, SUITE 100, Charlottesville, VA 22903-4897
- Registration
- Investment adviser registration
- In the industry since
- February 1986
- Disciplinary history
- Not yet shown here · SEC record
Where does Derwood Chase work?
Derwood Chase has been Founder & Chairman Emeritus, Director, Shareholder of Chase Investment Counsel Corporation since January 2013, and is a control person of the firm.
Is Derwood Chase a financial advisor?
Yes. Derwood Chase has a current investment-adviser registration in Virginia, through Chase Investment Counsel since February 1986.
How many years of experience does Derwood Chase have?
Derwood Chase has 40 years in the financial industry, since February 1986, across 1 adviser firm.
What exams has Derwood Chase passed?
Derwood Chase has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in March 1998.
Where is Derwood Chase based?
Derwood Chase’s registered office is in Charlottesville, VA.
Is Derwood Chase registered with FINRA?
No. Derwood Chase has no current broker registration.
How can I verify Derwood Chase’s record?
Search CRD 1781618 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Derwood Chase’s full registration record.
- Jennifer KingChief Executive Officer, Corporate Secretary, Director, Chief Compliance Officer, Shareholder
Robert KlintworthSenior Vice President, Portfolio Manager, Shareholder
Peter TuzPresident, Director, Portfolio Manager, Shareholder- Luis AlvarezDirector
- Edwin BurtonDirector, Shareholder
- D ChaseShareholder
Stuart ChaseChairman of the Board, Director, Shareholder- Spencer GarrettJunior Analyst / Assistant Portfolio Manager, Shareholder
- Craig RedingerDirector