CHESAPEAKE INVESTMENT MANAGEMENT LLC
SEC RegisteredSound Advice to Grow On
About the firm
Chesapeake Investment Management is a full-service investment advisory firm located in McLean, VA. The firm offers a fundamental research-based investment philosophy built around diversified investment strategies and personalized attention for both individual and institutional clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Diversified investment strategies, portfolio management with long-term diversification, tailored financial solutions, and fundamental research-based investment advisory services.
Who they serve
Individual and institutional clients across every stage of life, including those seeking to preserve or grow wealth in the short term or prepare for retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 391 | $195M |
| State/Municipal Entities | 4 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $2,000,000 | 0.80% |
| Above $4,000,000 | 0.60% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHESAPEAKE INVESTMENT MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.