Chesapeake Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$297,832,443
Clients
268
Advisors
2
of 10 employees
About
Chesapeake Financial Advisors is a fee-only, SEC-registered investment adviser that provides ongoing financial planning and investment supervisory services to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations and family businesses. The firm manages a multi-hundred million dollar client base and delivers both discretionary and non-discretionary portfolio management alongside integrated financial planning services.
The firm emphasizes strategic asset allocation and documents client objectives in Investment Policy Statements, combining passive index and ETF exposures with selectively chosen active funds, individual equities and fixed income securities. Accounts are reviewed at least quarterly and the firm uses a third‑party platform to facilitate management of held‑away defined contribution plan participant accounts and to rebalance allocations when appropriate.
Noteworthy in the brochure is the firm’s disclosed affiliation with Taylor & Company LLC and the practice of recommending that affiliate for accounting and tax services while stating clients are under no obligation to use it. The brochure also indicates the firm uses client testimonials and references third‑party ratings in its advertising, practices that the firm highlights alongside its fee‑only, no‑commission compensation model.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50% - - -: 0.70% for fixed income portfolios
Minimum fee: $5,000/year minimum annual fee for Investment Advisory Services. Fee-only: Firm is strictly fee-only; no commissions or other forms of compensation accepted.
Main office
401 Jefferson Avenue
Towson MD 21286
Advisors at this office
2
Most active in
Delaware · Florida · Maryland · New York · Pennsylvania · Texas · Virginia
Also doing business as
Chesapeake Financial Advisors · Thoma Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Thomas T
PFS™, Series 65
Towson, MD
Chesapeake Financial Advisors
Thomas Taylor is a financial advisor at Chesapeake Financial Advisors in Towson, MD, with 26 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Chesapeake Financial Advisors since 1998. Chesapeake Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and family businesses, providing personalized financial planning and portfolio management. The firm employs a strategic asset allocation approach combining passive index/ETF exposures with selected active funds, stocks, and bonds, and manages approximately $263.7 million in assets with an eight-advisor team.
Craig P
Series 65
Towson, MD
Chesapeake Financial Advisors
Craig Pohl is a financial advisor at Chesapeake Financial Advisors in Towson, MD, holding a Series 65 designation with 11 years of industry experience. He has been with Chesapeake Financial Advisors since 2014. Chesapeake Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and family businesses by providing personalized financial planning and portfolio management. The firm employs a strategic asset allocation approach combining passive index and ETF exposures with selectively chosen active funds, stocks, and bonds, operating under fiduciary standards and a NAPFA-aligned code of ethics.
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