Chesapeake Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mclean, VA. Its latest Form ADV filing, dated March 31, 2026, reports $205M in regulatory assets under management, 7 employees, and 395 accounts.
Assets Under Management
$205M
Employees
7
Offices
--
Total Clients
395
Primary office
MCLEAN, VA
1501 FARM CREDIT DR., SUITE 2450, MCLEAN, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 99.0% of total clients.
Top client categories% of clientsClients
1
HNWI
99.0%
391
2
Charitable
1.0%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$205Mas of March 31, 2026
Discretionary100.0%
$205M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$205M
Total Accounts395
10Y AUM Change+$105M (+105.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee56:1
10Y Employee Change+1 (+16.7%)
* 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.