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Stuart Furst Chase

Chase Investment Counsel Corp.

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About Stuart Furst Chase

Stuart Furst Chase is an Investment Advisor Representative with Chase Investment Counsel Corp. Stuart has been registered with FINRA since 1987 and has experience in various financial services. Stuart also serves as the Chairman of the Board for Chase Investment Counsel Corp. The firm specializes in portfolio management services for businesses and individuals. The firm also provides financial planning services.

Firm Information

Stuart Chase is currently registered with Chase Investment Counsel Corp.. Chase Investment Counsel Corp. is a registered investment advisor headquartered in Charlottesville, Virginia. The firm provides financial planning, portfolio management for individuals, businesses, and investment companies, and consulting services. Chase Investment Counsel Corp. manages approximately $354,779,952 in regulatory assets under management for 110 clients, including high-net-worth individuals, corporations, and charitable organizations.
Chase Investment Counsel Corp.

350 OLD IVY WAY, SUITE 100

CHARLOTTESVILLE, VA 22903-4897

$354.78M

Assets Under Management

6

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percent of consulting, flat fee for financial planning

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Stuart Chase’s Registration & Firm History

VA

04/25/2006 - Present

Chase Investment Counsel Corp. (CHARLOTTESVILLE VA)

NA

08/20/1987 - 05/16/1994

THE ROBINSON-HUMPHREY COMPANY INC.

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Licenses & Designations

IA

Issued 04/24/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stuart Furst Chase.
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