Chelsea Counsel Company
- Regulatory AUM
- $517M
- Discretionary
- $513M
- Clients
- 95
- Avg AUM / client
- $5.4M
- Accounts
- 212
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 47 | $82.1M | 15.9% |
| High net worth individuals | 40 | $98.5M | 19.1% |
| Pension and profit sharing plans | Fewer than 5 | $2.3M | 0.44% |
| Charitable organizations | 8 | $71.5M | 13.8% |
| Insurance companies | Fewer than 5 | $262M | 50.8% |
| Corporations and other businesses | Fewer than 5 | $234K | 0.05% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick Carme Pascal | President And Ceo | Jul 2013 (13y) | ≈ 1.25% – 5% via C.C. Pascal Family Partnership, L.P. | |
| Frederick John Ruopp | Chairman | Jun 2019 (7y) | ≈ 37.5% – 75% via Frederick J. Ruopp Jr. Exempt Trust Dtd 7 13 2000 | |
| Techentin, Thomas, Arthur | Shareholder | Dec 2020 (6y) | 10% – 25% | |
| Gallagher, Sara, Mcneil | Senior Vice President & Cco | May 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Frederick J. Ruopp Jr. Exempt Trust Dtd 7 13 2000 | Shareholder | Jun 2020 | A | 50% – 75% |
| Wam Capital, Llc | Shareholder | Mar 2016 | A | 10% – 25% |
| C.C. Pascal Family Partnership, L.P. | Shareholder | Mar 2007 | A | 5% – 10% |
| Wedbush, Inc. | Owner | Mar 2016 | B | ≈ 7.5% – 25% via Wam Capital, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Patrick Carme Pascal: 25% – 50% of C.C. Pascal Family Partnership, L.P. × 5% – 10% direct ≈ 1.25% – 5% of the firm
- Frederick John Ruopp: 75% – 100% of Frederick J. Ruopp Jr. Exempt Trust Dtd 7 13 2000 × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Wedbush, Inc.: 75% – 100% of Wam Capital, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 964 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Comerica Bank Trust National Association $248M (48% of AUM) Jun 2026
- U.S. Bank $240M (48% of AUM) Jun 2025
- Union Bank $234M (50% of AUM) Jun 2023
- Charles Schwab & Co. $159M (31% of AUM) Jun 2026
- National Financial Services (Fidelity) $78.5M (15% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗