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CHESAPEAKE INVESTMENT MANAGEMENT LLC

MCLEAN, VA · CRD 119010 · IAPD ↗ · chesapeakeim.com · 202-821-1530

$205.0MRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — CHESAPEAKE INVESTMENT MANAGEMENT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — CHESAPEAKE INVESTMENT MANAGEMENT LLC reported RAUM up 29% ($160.0M -> $206.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.