Chesley, Taft & Associates, LLC

RIASEC Registered

Total AUM

$3B

Discretionary

$2.8B

92% of AUM

Avg account

$1.6M

Accounts

1,831

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 111578
Registered since: December 8, 2000
Website: www.chesleytaft.com
Custodians: CHARLES SCHWAB & CO., INC., CIBC WORLD MARKETS CORP.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI96.15%
Corporations / Businesses2.5%
Charitable Organizations0.75%
Individuals0.36%
Pension & Profit Sharing Plans0.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Chesley, Taft & Associates, LLC is an independent registered investment adviser that has been SEC-registered since 2000. Structured as an LLC with domestic entity and individual ownership, the firm provides fee-based wealth management and portfolio services to both individuals and institutional clients. Its advisory menu includes financial planning and portfolio management for individuals, small businesses, and institutional entities, delivered on either a percentage-of-AUM or fixed-fee basis. The firm reports a preference for equity-oriented strategies and does not identify as an active ESG investor. It is not a capital allocator or a pension consultant; instead, it places client assets with external managers and liquid investments rather than operating in-house alternative funds.