Chesapeake Capital Management, LLC logo

Chesapeake Capital Management, LLC

Updated today

Client AUM

$32,560,703

Clients

176

Advisors

4

across 3 offices

About

The firm serves individual and high‑net‑worth clients, offering portfolio management and financial planning services primarily under fee‑based (percentage‑of‑AUM) arrangements. Its client work centers on managing investment portfolios for personal and retirement goals and delivering ongoing advisory oversight.

The firm provides both discretionary and non‑discretionary portfolio management and conducts internal reviews and compliance supervision as part of its client service model. It also sponsors a wrap‑fee program and engages clients through periodicals/newsletters and educational seminars or workshops to support communication and financial education.

A notable detail disclosed in the brochure is that one of the firm’s advisers is a licensed insurance agent who operates an affiliated insurance business and may recommend insurance products, a source of additional compensation and a potential conflict of interest that the firm discloses. The combination of sponsoring a wrap program, publishing client newsletters and hosting workshops, together with insurance sales through an affiliated business, is relatively uncommon among comparable team advisory firms.

Client services

Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Life insurance needs analysis

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Main office

See office

4692 Millennium Drive, Suite 307

Belcamp MD 21017

Advisors at this office

2

Most active in

Delaware · Florida · Maryland · New Jersey · Pennsylvania

Also doing business as

Capital Financial Services Corp · Chesapeake Capital Management, LLC · Mcfolling Financial Group · Silvestri Financial & Tax Advisors, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jakob K

Series 65

Belcamp, MD

Chesapeake Capital Management, LLC

Jakob Kelly is a financial advisor at Chesapeake Capital Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining Chesapeake Capital Management, he worked in various roles including at Ram Landscaping and State Farm. Outside of advisory work, he has worked as a restaurant waiter at Liberatore's Ristorante & Catering since 2020. Chesapeake Capital Management serves individual and high-net-worth clients by providing portfolio management and financial planning through a team of seven advisors. The firm offers both discretionary and non-discretionary advisory solutions, client education programs, and a wrap-fee management option.

Life insurance needs analysis
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Raymond M

Series 63, Series 65

Apollo Beach, FL

Chesapeake Capital Management, LLC

Raymond Mcfolling is a financial advisor with Chesapeake Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Guranteed Capital Strategies Inc. and Mcfolling Financial Group. He is also president of Guaranteed Capital Strategies Inc., an insurance sales business. Chesapeake Capital Management, LLC serves individual and high-net-worth clients with portfolio management and financial planning services. The firm operates as a team of seven advisors, offering both discretionary and non-discretionary solutions, and emphasizes client communication and education through seminars and workshops.

Life insurance needs analysis
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James B

ChFC®, Series 63, Series 65

Turnersville, NJ

Chesapeake Capital Management, LLC

James Burkeitt is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with Chesapeake Capital Management, LLC and has prior experience at ProEquities, Inc and Capital Financial Services Corp, where he also serves as Vice President and advisor. Chesapeake Capital Management, LLC is a team of seven advisors serving individual and high-net-worth clients with portfolio management and financial planning services. The firm offers both discretionary and non-discretionary advisory solutions, supplements investment work with client communications and education, and sponsors a wrap-fee program.

Life insurance needs analysis
user avatar

Randy P

Series 63, Series 65

Belcamp, MD

Chesapeake Capital Management, LLC

Randy Packett is a financial advisor at Chesapeake Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chesapeake Capital Management since 2015, previously serving at Sageguard Investment Advisory Services and Chesapeake Financial Solutions, where he remains active as a licensed insurance agent. Outside of finance, he is CEO and board member of Regalworks Media, an independent film studio, and is a partner in Evolved Hospitality Group, a restaurant and catering business. Chesapeake Capital Management, LLC serves individual and high-net-worth clients with portfolio management and financial planning services. The firm operates as a team of seven advisors, offering both discretionary and non-discretionary advisory solutions alongside client education and communications, and sponsors a wrap-fee program to provide bundled fee management options.

Life insurance needs analysis
View complete list of advisors at this firm
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