Chesley, Taft & Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 19, 2026, reports $3.0B in regulatory assets under management, 18 employees, 1 office, and 1,831 accounts.
Assets Under Management
$3.0B
Employees
18
Offices
1 office
Total Clients
635
Primary office
CHICAGO, IL
135 S. LASALLE STREET, SUITE 2900, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.1% of total clients.
Top client categories% of clientsClients
1
HNWI
92.1%
585
2
Individuals
5.0%
32
3
Charitable
1.1%
7
4
Corporations
0.9%
6
5
Pension Plans
0.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of March 19, 2026
Discretionary91.7%
$2.8B
92% of total RAUM91.7%
Non-discretionary8.3%
$251M
8% of total RAUM8.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.0B
Total Accounts1,831
10Y AUM Change+$1.5B (+95.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee35:1
10Y Employee Change+5 (+38.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.