THOMA CAPITAL MANAGEMENT LLC
Legal name: CHESAPEAKE FINANCIAL ADVISORS
CRD #120139 SEC #801-111054 TOWSON, MD 410-823-5442
SEC Registered
Total AUM
$263.7M
Discretionary
$253M
Employees
11
Clients
25
Accounts
1,028
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $263.7M | $253M | $10.7M | 11 | 0 |
| Oct 2024 | $192.5M | $189.5M | $3M | 12 | 0 |
| Mar 2024 | $192.5M | $189.5M | $3M | 12 | 0 |
| Nov 2023 | $245.5M | $241.8M | $3.7M | 14 | 5 |
| Oct 2023 | $245.5M | $241.8M | $3.7M | 14 | 5 |
| Jul 2023 | $245.5M | $241.8M | $3.7M | 14 | 5 |
| Feb 2023 | $245.5M | $241.8M | $3.7M | 14 | 5 |
| Oct 2022 | $271.7M | $266.8M | $4.8M | 14 | 5 |
| Jul 2022 | $271.7M | $266.8M | $4.8M | 14 | 5 |
| Mar 2022 | $271.7M | $266.8M | $4.8M | 14 | 5 |
| Feb 2021 | $205.2M | $202.3M | $2.8M | 11 | 0 |
| Jun 2020 | $179M | $173.2M | $5.8M | 8 | 0 |
| May 2020 | $179M | $173.2M | $5.8M | 8 | 0 |
| Apr 2020 | $179M | $173.2M | $5.8M | 8 | 0 |
| Mar 2020 | $179M | $173.2M | $5.8M | 8 | 0 |
| Feb 2019 | $140.9M | $136.2M | $4.7M | 8 | 0 |
| Jun 2018 | $153.6M | $146.1M | $7.5M | 8 | 10 |
| Apr 2018 | $153.6M | $146.1M | $7.5M | 8 | 10 |
| Mar 2018 | $153.6M | $146.1M | $7.5M | 8 | 10 |
| Aug 2017 | $138.4M | $132.3M | $6.1M | 7 | 300 |
| Jul 2017 | $138.4M | $132.3M | $6.1M | 7 | 300 |
DateMar 2025
Total AUM$263.7M
Discretionary$253M
Non-Disc.$10.7M
Employees11
Clients0
DateOct 2024
Total AUM$192.5M
Discretionary$189.5M
Non-Disc.$3M
Employees12
Clients0
DateMar 2024
Total AUM$192.5M
Discretionary$189.5M
Non-Disc.$3M
Employees12
Clients0
DateNov 2023
Total AUM$245.5M
Discretionary$241.8M
Non-Disc.$3.7M
Employees14
Clients5
DateOct 2023
Total AUM$245.5M
Discretionary$241.8M
Non-Disc.$3.7M
Employees14
Clients5
DateJul 2023
Total AUM$245.5M
Discretionary$241.8M
Non-Disc.$3.7M
Employees14
Clients5
DateFeb 2023
Total AUM$245.5M
Discretionary$241.8M
Non-Disc.$3.7M
Employees14
Clients5
DateOct 2022
Total AUM$271.7M
Discretionary$266.8M
Non-Disc.$4.8M
Employees14
Clients5
DateJul 2022
Total AUM$271.7M
Discretionary$266.8M
Non-Disc.$4.8M
Employees14
Clients5
DateMar 2022
Total AUM$271.7M
Discretionary$266.8M
Non-Disc.$4.8M
Employees14
Clients5
DateFeb 2021
Total AUM$205.2M
Discretionary$202.3M
Non-Disc.$2.8M
Employees11
Clients0
DateJun 2020
Total AUM$179M
Discretionary$173.2M
Non-Disc.$5.8M
Employees8
Clients0
DateMay 2020
Total AUM$179M
Discretionary$173.2M
Non-Disc.$5.8M
Employees8
Clients0
DateApr 2020
Total AUM$179M
Discretionary$173.2M
Non-Disc.$5.8M
Employees8
Clients0
DateMar 2020
Total AUM$179M
Discretionary$173.2M
Non-Disc.$5.8M
Employees8
Clients0
DateFeb 2019
Total AUM$140.9M
Discretionary$136.2M
Non-Disc.$4.7M
Employees8
Clients0
DateJun 2018
Total AUM$153.6M
Discretionary$146.1M
Non-Disc.$7.5M
Employees8
Clients10
DateApr 2018
Total AUM$153.6M
Discretionary$146.1M
Non-Disc.$7.5M
Employees8
Clients10
DateMar 2018
Total AUM$153.6M
Discretionary$146.1M
Non-Disc.$7.5M
Employees8
Clients10
DateAug 2017
Total AUM$138.4M
Discretionary$132.3M
Non-Disc.$6.1M
Employees7
Clients300
DateJul 2017
Total AUM$138.4M
Discretionary$132.3M
Non-Disc.$6.1M
Employees7
Clients300