Chessie Advisors, LLC

Overview

Chessie Advisors, LLC is an independent registered investment adviser that serves a small book of individual and family clients with a mix of financial planning, portfolio management and educational services. The firm runs $12.8M in total AUM and manages those assets on a discretionary basis, which points to direct day-to-day portfolio oversight for most clients. Their stated advisory activities—financial planning, portfolio management for individuals and small businesses, and workshops—suggest a client-facing model that blends ongoing portfolio management with fee-based planning and occasional hourly or project work. Investment emphasis is on exchange-traded equities and ETFs, which represent the single largest allocation in the portfolio mix. The firm’s fee model is flexible (percentage of AUM, hourly and fixed fees), so client engagements can range from full discretionary investment programs to limited-scope planning or consulting. Chessie Advisors does not identify as an ESG investor and is not positioned as a multi-state adviser or pension consultant; it also does not present itself as a capital allocator to external private fund strategies.

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Public Holdings

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Location & Offices