Chevy Chase Trust Company
$5.0B reported client assets across 4 advisory firms in FY2024 annual amendments
Reported client assets over time
$3.7B
$4.9B
2017
2024
Same-firm comparison: 3 firms that reported Chevy Chase Trust Company in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018 are shown but partial — only FY2017: 2 cohort firms, FY2018: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Heritage Investors Management Corp | $4.0B | $4.2B | 94.5% | 03/21/2025 |
| Asb Capital Management Llc | $859M | $32.9B | 2.6% | 03/31/2025 |
| G Legion, Llc | $114M | $1.0B | 11.1% | 03/28/2025 |
| Prentiss Smith & Company, Inc. | $69.8M | $437M | 16.0% | 03/19/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.