CHESAPEAKE FINANCIAL ADVISORS

RIASEC RegisteredEst. 2017

Total AUM

$310M

Discretionary

$295M

95% of AUM

Avg account

$301K

Accounts

1,030

Employees

Advisory reps

Firm details

Headquarters: TOWSON, Maryland
CRD number: 120139
Registered since: August 30, 2017
Website: peakeadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.5%
Individuals22.55%
Pension & Profit Sharing Plans3.72%
Charitable Organizations0.22%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Chesapeake Financial Advisors is an independent, owner-operated registered investment adviser formed as an LLC and SEC-registered since 2017. The firm works primarily with individuals, families and smaller institutional clients, offering financial planning and discretionary portfolio management alongside fee arrangements that include a percentage of AUM, hourly billing and fixed fees. Chesapeake does not position itself as a capital allocator and is not an active ESG investor. Investment activity centers on public mutual funds as the primary vehicle for client exposure, supplemented by targeted allocations to third-party alternative managers in real estate, commodities and oil & gas. The firm’s practice model indicates a traditional wealth-management orientation—combining planning, model-driven portfolio construction and outsourced alternative fund access—rather than running in-house private investment platforms. Chesapeake was recognized on FA Magazine’s Top RIA Firms list in 2020.