Luis Alvarez is not listed as a control person, but directly owns under 5% of Chase Investment Counsel.
Chase Investment Counsel is an investment adviser based in Charlottesville, VA, registered with the SEC since 1964. It provides financial planning and investment management. Its clients include high-net-worth individuals, investment companies and charitable organizations. Its regulatory assets under management total $510 million, as filed on 25 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6210453
- Firm
- Chase Investment Counsel · CRD 104648
- Role
- Director
- In role since
- May 2013 · 13 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Charlottesville, VA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Luis Alvarez work?
Luis Alvarez has been Director of Chase Investment Counsel Corporation since May 2013.
How can I verify Luis Alvarez’s record?
Luis Alvarez’s role is listed on Chase Investment Counsel Corporation’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 104648.
- Jennifer KingChief Executive Officer, Corporate Secretary, Director, Chief Compliance Officer, Shareholder
Robert KlintworthSenior Vice President, Portfolio Manager, Shareholder
Peter TuzPresident, Director, Portfolio Manager, Shareholder- Edwin BurtonDirector, Shareholder
- D ChaseShareholder
Stuart ChaseChairman of the Board, Director, Shareholder- Derwood ChaseFounder & Chairman Emeritus, Director, Shareholder
- Spencer GarrettJunior Analyst / Assistant Portfolio Manager, Shareholder
- Craig RedingerDirector