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CHESAPEAKE FINANCIAL ADVISORS
THOMA CAPITAL MANAGEMENT LLC
CRD 120139 · SEC 801-111054
401 JEFFERSON AVENUE, TOWSON, MD, 21286, United States
Phone
410-823-5442
Fax
443-327-5999
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$310.1M
Discretionary AUM
$294.7M
Team
10 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 177 | $69.9M |
| High net worth individuals | 91 | $227.9M |
| Pension/profit sharing plans | 19 | $11.5M |
States served
DE, MD, PA, VA, TX, FL
All web addresses on file
- https://www.youtube.com/channel/UCilAyqnn2tdKNdONKFBxbvQ
- https://www.linkedin.com/company/chesapeakefinancialadvisors
- https://www.peakeadvisors.com
- http://thomacap.com
- https://twitter.com/feeonlyplan
- https://www.facebook.com/feeonlyplan/
- http://www.tomtaylorcpa.com
- https://www.instagram.com/chesapeakefinancialadvisors/?hl=en
- http://www.wearefeeonly.com
Official SEC filing: View on IAPD