Coyote Wealth
Financial Advisor

Chevy Chase Trust

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.

Fiduciary trust and investment management since 1892

Bethesda, MDFounded 189250-100 employees

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About Chevy Chase Trust

Chevy Chase Trust is one of the oldest independent trust companies in the DC area, providing trust, investment management, and wealth advisory services to high-net-worth families and institutions.

Services & Specialties

Services

Trust Services
Philanthropic Advisory
Fiduciary Services

Financial Advisor Specialties

Investment Management
Estate Planning

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Clean Record

Screened against SEC, FINRA, and state databases for disciplinary history.

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Pricing

Fee-Only (AUM & Trust Fees)

Industries

Financial Services
Nonprofit Organizations
Real Estate

States Served

Maryland
Virginia
District of Columbia

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