Stuart Chase has been Chairman of the Board, Director, Shareholder of Chase Investment Counsel since January 2013, is a control person of the firm and directly owns under 5% of it. Stuart Chase holds a BA from the University of Colorado and an MBA from the University of Colorado.
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.
Stuart Chase is Chairman of the Board of Chase Investment Counsel Corporation. From 1987 to 1994 he was Vice President of Institutional Sales at The Robinson-Humphrey Co., Inc. He was trained as a geologist, has worked as a geological consultant, and currently consults on alternative investments.
- – present · 20 yearsCharlottesville, VA · Adviser representative · Firm CRD 104648
Investment adviser representative registrations
Stuart Chase is registered as an investment adviser representative in Virginia, since April 2006.
- VirginiaSince 25 April 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 April 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 September 1987 |
| Series 7 | General Securities Representative Examination | 15 August 1987 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stuart Furst Chase
- CRD
- 1723226
- Firm
- Chase Investment Counsel · CRD 104648
- Role
- Chairman of the Board, Director, Shareholder
- Office
- Charlottesville, VA
- Registration
- Investment adviser registration
- In the industry since
- April 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chaseinv.com
Where does Stuart Chase work?
Stuart Chase has been Chairman of the Board, Director, Shareholder of Chase Investment Counsel Corporation since January 2013, and is a control person of the firm.
Is Stuart Chase a financial advisor?
Yes. Stuart Chase has a current investment-adviser registration in Virginia, through Chase Investment Counsel since April 2006.
How many years of experience does Stuart Chase have?
Stuart Chase has 20 years in the financial industry, since April 2006, across 1 adviser firm.
What exams has Stuart Chase passed?
Stuart Chase has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 1987.
Where is Stuart Chase based?
Stuart Chase’s registered office is in Charlottesville, VA.
Is Stuart Chase registered with FINRA?
No. Stuart Chase has no current broker registration.
How can I verify Stuart Chase’s record?
Search CRD 1723226 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stuart 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
- Derwood ChaseFounder & Chairman Emeritus, Director, Shareholder
- Spencer GarrettJunior Analyst / Assistant Portfolio Manager, Shareholder
- Craig RedingerDirector