Chesapeake Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Towson, MD. Its latest Form ADV filing, dated March 11, 2026, reports $310M in regulatory assets under management, 10 employees, 2 offices, and 1,030 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.7% of total clients.
Top client categories% of clientsClients
1
Individuals
61.7%
177
2
HNWI
31.7%
91
3
Pension Plans
6.6%
19
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$310Mas of March 11, 2026
Discretionary95.0%
$295M
95% of total RAUM95.0%
Non-discretionary5.0%
$15M
5% of total RAUM5.0%
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$310M
Total Accounts1,030
10Y AUM Change+$172M (+124.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee29:1
10Y Employee Change+3 (+42.9%)
* 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.