CHESLEY, TAFT & ASSOCIATES, LLC
CRD #111578 SEC #801-58177 CHICAGO, IL 312-873-1260
SEC Registered
Total AUM
$2.8B
Discretionary
$2.6B
Employees
16
Clients
251
Accounts
1,879
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.8B | $2.6B | $209M | 16 | 0 |
| Mar 2024 | $2.4B | $2.2B | $178.2M | 16 | 0 |
| Mar 2023 | $2.1B | $1.9B | $155.8M | 14 | 0 |
| Mar 2022 | $2.5B | $2.3B | $184.8M | 14 | 0 |
| Jun 2021 | $2.1B | $2B | $165.9M | 13 | 0 |
| Mar 2021 | $2.1B | $2B | $165.9M | 13 | 0 |
| Jun 2020 | $1.9B | $1.8B | $146.5M | 13 | 0 |
| May 2020 | $1.9B | $1.8B | $146.5M | 13 | 0 |
| Mar 2020 | $1.9B | $1.8B | $146.5M | 13 | 0 |
| Mar 2019 | $1.6B | $1.5B | $118.9M | 13 | 0 |
| Mar 2018 | $1.8B | $1.6B | $171.7M | 12 | 0 |
| Jul 2017 | $1.5B | $1.4B | $159M | 13 | 400 |
| Mar 2017 | $1.5B | $1.4B | $159M | 13 | 400 |
| Mar 2016 | $1.4B | $1.3B | $115M | 12 | 400 |
| Mar 2015 | $1.5B | $1.3B | $129.2M | 11 | 400 |
| Jul 2014 | $1.4B | $1.2B | $137.7M | 12 | 400 |
| Mar 2014 | $1.4B | $1.2B | $137.7M | 12 | 400 |
| Mar 2013 | $1.2B | $1.1B | $114.8M | 11 | 300 |
| Jan 2013 | $1B | $942M | $101.4M | 11 | 300 |
| Dec 2012 | $1B | $942M | $101.4M | 11 | 300 |
| Jun 2012 | $1B | $942M | $101.4M | 6 | 300 |
| Mar 2012 | $720.7M | $638.8M | $81.9M | 6 | 200 |
| Dec 2011 | $711M | $629M | $82.1M | 6 | 200 |
| Mar 2011 | $711M | $629M | $82.1M | 10 | -- |
| Mar 2009 | $487.2M | $404.1M | $83.2M | 10 | -- |
| Mar 2008 | $584.1M | $471.2M | $112.9M | 10 | -- |
| Jan 2008 | $512.1M | $447.5M | $64.6M | 10 | -- |
| Mar 2007 | $512.1M | $447.5M | $64.6M | 10 | -- |
| Mar 2006 | $496.3M | $435.4M | $60.9M | 10 | -- |
| Jan 2005 | $434.8M | $398.5M | $36.3M | 10 | -- |
| Mar 2004 | $434.8M | $398.5M | $36.3M | 10 | -- |
| Mar 2002 | $368M | $353.6M | $14.4M | 10 | -- |
DateMar 2025
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$209M
Employees16
Clients0
DateMar 2024
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$178.2M
Employees16
Clients0
DateMar 2023
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$155.8M
Employees14
Clients0
DateMar 2022
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$184.8M
Employees14
Clients0
DateJun 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$165.9M
Employees13
Clients0
DateMar 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$165.9M
Employees13
Clients0
DateJun 2020
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$146.5M
Employees13
Clients0
DateMay 2020
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$146.5M
Employees13
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$146.5M
Employees13
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$118.9M
Employees13
Clients0
DateMar 2018
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$171.7M
Employees12
Clients0
DateJul 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$159M
Employees13
Clients400
DateMar 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$159M
Employees13
Clients400
DateMar 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$115M
Employees12
Clients400
DateMar 2015
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$129.2M
Employees11
Clients400
DateJul 2014
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$137.7M
Employees12
Clients400
DateMar 2014
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$137.7M
Employees12
Clients400
DateMar 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.8M
Employees11
Clients300
DateJan 2013
Total AUM$1B
Discretionary$942M
Non-Disc.$101.4M
Employees11
Clients300
DateDec 2012
Total AUM$1B
Discretionary$942M
Non-Disc.$101.4M
Employees11
Clients300
DateJun 2012
Total AUM$1B
Discretionary$942M
Non-Disc.$101.4M
Employees6
Clients300
DateMar 2012
Total AUM$720.7M
Discretionary$638.8M
Non-Disc.$81.9M
Employees6
Clients200
DateDec 2011
Total AUM$711M
Discretionary$629M
Non-Disc.$82.1M
Employees6
Clients200
DateMar 2011
Total AUM$711M
Discretionary$629M
Non-Disc.$82.1M
Employees10
Clients--
DateMar 2009
Total AUM$487.2M
Discretionary$404.1M
Non-Disc.$83.2M
Employees10
Clients--
DateMar 2008
Total AUM$584.1M
Discretionary$471.2M
Non-Disc.$112.9M
Employees10
Clients--
DateJan 2008
Total AUM$512.1M
Discretionary$447.5M
Non-Disc.$64.6M
Employees10
Clients--
DateMar 2007
Total AUM$512.1M
Discretionary$447.5M
Non-Disc.$64.6M
Employees10
Clients--
DateMar 2006
Total AUM$496.3M
Discretionary$435.4M
Non-Disc.$60.9M
Employees10
Clients--
DateJan 2005
Total AUM$434.8M
Discretionary$398.5M
Non-Disc.$36.3M
Employees10
Clients--
DateMar 2004
Total AUM$434.8M
Discretionary$398.5M
Non-Disc.$36.3M
Employees10
Clients--
DateMar 2002
Total AUM$368M
Discretionary$353.6M
Non-Disc.$14.4M
Employees10
Clients--