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 organized as an LLC and SEC-registered in 2017. The firm serves both individual/family and institutional clients and delivers financial planning and portfolio management primarily for individuals and small businesses. Its billing options include percentage-of-AUM arrangements as well as hourly and fixed fees. Chesapeake does not position itself as a capital allocator or as a multi-state or pension consultant adviser. It is not identified as an active ESG investor. The firm lists an accountant among its industry affiliations and was recognized by FA Magazine in 2020 on a Top RIA Firms list.