Turnersville, NJ Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Chesapeake Capital Management, LLC
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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.
Based on Chesapeake Capital Management, LLC
Location
188 Fries Mill Road, Suite B 2
Turnersville NJ 08012
Advisors at this office
1
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