Peter Tuz has been President, Director, Portfolio Manager, Shareholder of Chase Investment Counsel since April 2012, is a control person of the firm and directly owns between 5% and 10% of it. Peter Tuz holds a BA from Ripon College, an MA from the University of Missouri and an MBA from Tulane University.
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.
Peter Tuz is President, Director and Portfolio Manager of Chase Investment Counsel. He joined the firm in 1997 after 10 years as a senior analyst and officer with two NYSE member firms. He is a trustee of Ripon College, where he chairs the investment committee, and serves on the Board of Governors of the Investment Adviser's Association.
- – present · 29 yearsCharlottesville, VA · Adviser representative · Firm CRD 104648
Professional designations
Listed by Chase Investment Counsel
- Chartered Financial Analyst (CFA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Peter Tuz is registered as an investment adviser representative in 2 states. The first approvals date from September 1997; the most recent is Texas, in May 2015.
- TexasSince 6 May 2015
- VirginiaSince 26 September 1997
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 September 1997 |
| Series 16 | NYSE Supervisory Analyst Examination | 28 September 1990 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 January 1988 |
| Series 7 | General Securities Representative Examination | 16 January 1988 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- NYSE Supervisory Analyst Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Peter William Tuz
- CRD
- 1507379
- Firm
- Chase Investment Counsel · CRD 104648
- Role
- President, Director, Portfolio Manager, Shareholder
- Office
- 350 OLD IVY WAY, SUITE 100, Charlottesville, VA 22903-4897
- Registration
- Investment adviser registration
- In the industry since
- September 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chaseinv.com
Where does Peter Tuz work?
Peter Tuz has been President, Director, Portfolio Manager, Shareholder of Chase Investment Counsel Corporation since April 2012, and is a control person of the firm.
Is Peter Tuz a financial advisor?
Yes. Peter Tuz has a current investment-adviser registration in Texas and Virginia, through Chase Investment Counsel since September 1997.
How many years of experience does Peter Tuz have?
Peter Tuz has 29 years in the financial industry, since September 1997, across 1 adviser firm.
What exams has Peter Tuz passed?
Peter Tuz has passed 4 licensing exams: the Series 7, Series 63, Series 16 and Series 65. The earliest, the Series 7, was passed in January 1988.
Where is Peter Tuz based?
Peter Tuz’s registered office is in Charlottesville, VA.
Is Peter Tuz registered with FINRA?
No. Peter Tuz has no current broker registration.
Is Peter Tuz a CFP?
Chase Investment Counsel lists Peter Tuz with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Peter Tuz a CFA charterholder?
Chase Investment Counsel lists Peter Tuz with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Peter Tuz’s record?
Search CRD 1507379 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Tuz’s full registration record.
- Jennifer KingChief Executive Officer, Corporate Secretary, Director, Chief Compliance Officer, Shareholder
Robert KlintworthSenior Vice President, Portfolio Manager, Shareholder- Luis AlvarezDirector
- 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