Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,560,703
Total clients
176
26% high-net worth
Total advisors
4
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
44
Average account size
$185,004
The firm serves individual and high‑net‑worth clients, offering portfolio management and financial planning services primarily under fee‑based (percentage‑of‑AUM) arrangements. Its client work centers on managing investment portfolios for personal and retirement goals and delivering ongoing advisory oversight.
The firm provides both discretionary and non‑discretionary portfolio management and conducts internal reviews and compliance supervision as part of its client service model. It also sponsors a wrap‑fee program and engages clients through periodicals/newsletters and educational seminars or workshops to support communication and financial education.
A notable detail disclosed in the brochure is that one of the firm’s advisers is a licensed insurance agent who operates an affiliated insurance business and may recommend insurance products, a source of additional compensation and a potential conflict of interest that the firm discloses. The combination of sponsoring a wrap program, publishing client newsletters and hosting workshops, together with insurance sales through an affiliated business, is relatively uncommon among comparable team advisory firms.
Chesapeake Capital Management, LLC
4692 Millennium Drive, Suite 307
Belcamp MD 21017, United States
Number of offices
3
Delaware · Florida · Maryland · New Jersey · Pennsylvania
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Belcamp, MD
Chesapeake Capital Management, LLC
Series 63, Series 65
Apollo Beach, FL
Chesapeake Capital Management, LLC
ChFC®, Series 63, Series 65
Turnersville, NJ
Chesapeake Capital Management, LLC
Series 63, Series 65
Belcamp, MD
Chesapeake Capital Management, LLC
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