SourcingSourcing

CHESTNUT STREET INVESTMENT COUNSEL, LLC

C49
CRD 309741·SEC 801-132055·LANCASTER, PA
AUM
$119.5M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$359K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHESTNUT STREET INVESTMENT COUNSEL, LLC
CRD
309741
SEC file #
801-132055
EIN
—
DBA names
—

Economics

AUM
$119.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$104.1M → $119.5M▲ +15%
Client mix
Individuals Other64
Individuals High Net Worth21

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
LANCASTER PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
instagram.com/chestnut_street_ic(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VULOPAS, BETH, ANN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
VULOPAS, BETH, ANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:chestnutstreet.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1725
Soi Zip Pct 200k Plus
0.0433
Soi Zip Returns 200k Plus
1,100
Soi Zip Total AGI
1,765,200
Fdic Zip Total Deposits
22,338,321,000
Fdic Zip Branch Count
475
Fdic Zip Top Banks
Fulton Bank, National Association
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Meridian BankEast Lampeter Township, PA
Meridian BankLancaster, PA
Fdic Zip HHI
1925.55
Fdic Zip Top Bank Share Pct
40.05
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI96,107
Returns7,790
Stub 2
AGI256,168
Returns6,910
Stub 3
AGI243,371
Returns4,000
Soi Zip Total Business Income
54,786
Soi Zip Total Cap Gains
96,736
Soi Zip Total Dividends
36,691
Soi Zip Total Returns
25,390
Top Owner CRD
7100150
Trust Company Affiliate
No

People (3)

3
VULOPAS, BETH, ANN
IAR · Direct Owner · 87.5%
7100150
RICHARD PAUL HEILIG
IAR
4347661
MATEUSZ Jan ATLASIK
IAR
6896259