Insights

Family-Owned Stability Mid-sized Virginia wealth management firm with a 60-year legacy and strong emphasis on durable client relationships, indicating potential for services that enhance client retention, referral programs, and advisory process scalability.

Private Wealth Focus Targets high-touch, personalized investment management for families across generations, suggesting upsell opportunities in estate planning support, fiduciary services, and comprehensive financial planning enhancements.

Strategic Tech Stack Investigate opportunities to optimize client experience and compliance with their current WordPress-based web infrastructure, cloud services, and performance tools; potential for security, marketing automation, and data analytics enhancements.

Active Asset Exposure Recent investments across diverse sectors indicate appetite for research, due diligence, and portfolio analytics support; offer institutional-grade research tools, outsourced CIO services, or enhanced due diligence workflows.

Growth Signals Revenue in the 25–50 million range with a lean employee base suggests efficiency opportunities, scale services such as RIA operations, CRM/with-integrated client onboarding, and talent development solutions to support expansion.

Chase Investment Counsel Corporation Tech Stack

Chase Investment Counsel Corporation uses 8 technology products and services including WP Rocket, jQuery Migrate, SharpSpring, and more. Explore Chase Investment Counsel Corporation's tech stack below.

  • WP Rocket
    Caching
  • jQuery Migrate
    Javascript Libraries
  • SharpSpring
    Marketing Automation
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Vimeo
    Video Players
  • TablePress
    Web Platform Extensions

Media & News

Chase Investment Counsel Corporation's Email Address Formats

Chase Investment Counsel Corporation uses at least 1 format(s):
Chase Investment Counsel Corporation Email FormatsExamplePercentage
FirstLast@chaseinv.comJohnDoe@chaseinv.com
40%
Last@chaseinv.comDoe@chaseinv.com
35%
First@chaseinv.comJohn@chaseinv.com
20%
FirstLas@chaseinv.comJohnDoe@chaseinv.com
5%

Frequently Asked Questions

What is Chase Investment Counsel Corporation's phone number?

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You can contact Chase Investment Counsel Corporation's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Chase Investment Counsel Corporation's official website and social media links?

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Chase Investment Counsel Corporation's official website is chaseinv.com and has social profiles on LinkedIn.

How much revenue does Chase Investment Counsel Corporation generate?

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As of July 2026, Chase Investment Counsel Corporation's annual revenue is estimated to be $25M - $50M.

What is Chase Investment Counsel Corporation's NAICS code?

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Chase Investment Counsel Corporation's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Chase Investment Counsel Corporation have currently?

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As of July 2026, Chase Investment Counsel Corporation has approximately 14 employees across 1 continents, including North America. Key team members include Member Owner: S. W.Vice-President: M. C.Principal: D. S.. Explore Chase Investment Counsel Corporation's employee directory with LeadIQ.

What industry does Chase Investment Counsel Corporation belong to?

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Chase Investment Counsel Corporation operates in the Investment Management industry.

What technology does Chase Investment Counsel Corporation use?

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Chase Investment Counsel Corporation's tech stack includes WP RocketjQuery MigrateSharpSpringPriority HintsPHPGoogle Tag ManagerVimeoTablePress.

What is Chase Investment Counsel Corporation's email format?

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Chase Investment Counsel Corporation's email format typically follows the pattern of FirstLast@chaseinv.com. Find more Chase Investment Counsel Corporation email formats with LeadIQ.

When was Chase Investment Counsel Corporation founded?

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Chase Investment Counsel Corporation was founded in 1957.
Chase Investment Counsel Corporation logo

Chase Investment Counsel Corporation

Investment ManagementVirginia, United States11-50 Employees

Chase Investment Counsel Corporation is a Virginia-based investment management firm that provides personalized wealth management and investment services to clients across Virginia and neighboring states. Owned by both families and employees, the firm emphasizes continuity in client relationships. With a history spanning more than six decades, its client base often extends across generations as families seek to preserve and grow wealth through fluctuating markets.

Chase Investment Counsel was founded in 1957 by Derwood S. Chase, Jr., and remains rooted in the Virginia region. In September 2025, the firm participated in its Annual Investor Conference, signaling ongoing engagement with the broader investment community.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1957
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Chase Investment Counsel Corporation's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Chase Investment Counsel Corporation's revenue is estimated to be in the range of $25M - $50M

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