CHESAPEAKE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- BELCAMP, Maryland
- CRD number
- 270014
- Website
- www.chesapeakecm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI54.91%
- Individuals45.09%
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Chesapeake Capital Management, LLC is a fee-based wealth manager that serves individual and family clients while also operating as an insurance broker. The firm combines portfolio management for individuals and small businesses with selection of outside advisers, publication of periodicals or newsletters, and educational seminars or workshops. Its business model includes both a percentage-of-AUM fee schedule and commission-based products. Chesapeake Capital Management, LLC is identified as a capital allocator that directs client capital to third‑party managers and funds rather than acting solely as an in‑house asset manager. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities45%
- Exchange Traded Equities37%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents8%
Contacts
3 of 4JAKOB KELLY
Client Service SpecialistCRD 8029116
RAYMOND MCFOLLING
PresidentCRD 2252235
RANDY PACKETT
Founder & PresidentCRD 1280634
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BELCAMP, MD
HARFORD
Location
BELCAMP, MD
Headquartered in BELCAMP, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- HARFORD
- Address
- 4692 Millennium Dr
- Time zone
- ET (UTC-5)
- Office locations
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