A complete list of active advisors currently associated with Chesapeake Capital Management, LLC

Warmer can help you find a great advisor at Chesapeake Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Chesapeake Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.