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CHESAPEAKE FINANCIAL ADVISORS

TOWSON, MD · CRD 120139 · IAPD ↗ · 410-823-5442

$310.1MRegulatory AUM
7Advisory reps
10Employees
0Clients
11-25Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — CHESAPEAKE FINANCIAL ADVISORS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — CHESAPEAKE FINANCIAL ADVISORS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
March 2025 — CHESAPEAKE FINANCIAL ADVISORS reported RAUM up 37% ($192.5M -> $263.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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