Chesapeake Financial Advisors
Chesapeake Financial Advisors is an SEC-registered wealth manager in Towson, MD with $310.1M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Chesapeake Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120139, SEC 801-111054, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $310.1M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Towson, MD
- Employees
- 10
- Clients
- 287
- CRD
- 120139
- Ownership
- TAYLOR, THOMAS, JOSEPH; MUDD, TIMOTHY, NICHOLAS; SMITH, KATIE, BARNABA; POHL, CRAIG, LOUIS; Smith, Katie, B
How much AUM does Chesapeake Financial Advisors have?
Chesapeake Financial Advisors reported $310.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Chesapeake Financial Advisors?
Disclosed owners and executives of Chesapeake Financial Advisors include TAYLOR, THOMAS, JOSEPH, MUDD, TIMOTHY, NICHOLAS, SMITH, KATIE, BARNABA, POHL, CRAIG, LOUIS, Smith, Katie, B. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.