RIA Intel›Advisers›Virginia›CHESAPEAKE FINANCIAL GROUP INC

CHESAPEAKE FINANCIAL GROUP INC

Advisory

N·WILLIAMSBURG, VA

Data as of Sep 29, 2017 · Source: SEC Form ADV

Total AUM

$156M

1-Year AUM Growth

-45.9%

3-Year CAGR

-9.5%

Employees

4

Assets Under Management

Total AUM$156M

Discretionary AUM$145M

Non-Discretionary AUM$11M

Discretionary %93.2%

Total Clients—

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record31

First FilingApr 26, 2001

Latest FilingSep 29, 2017

🔒 Full AUM trend chart and 31 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CHESAPEAKE FINANCIAL GROUP INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.