RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Maryland
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 5, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
TAYLOR, THOMAS, JOSEPHIFOUNDER/MANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
TAYLOR, THOMAS, JOSEPHIFOUNDER/MANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
TAYLOR, THOMAS, JOSEPHIFOUNDER/MANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBERD Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBERD Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBERD Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBERD Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBERD Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBERD Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBERD Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBERD Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBERD Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBERD Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBERD Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBERD Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBERD Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBERD Control
TAYLOR, THOMAS, JOSEPHIPRINCIPAL/MANAGING MEMBERD Control
MUDD, TIMOTHY, NICHOLASIPRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICERC Control
MUDD, TIMOTHY, NICHOLASIPRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICERC Control
MUDD, TIMOTHY, NICHOLASIPRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICERC Control
MUDD, TIMOTHY, NICHOLASIPRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICERC Control
MUDD, TIMOTHY, NICHOLASIPRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICERC Control
MUDD, TIMOTHY, NICHOLASIPRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICERC Control
MUDD, TIMOTHY, NICHOLASIPRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICERC Control
MUDD, TIMOTHY, NICHOLASIPRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICERC Control
MUDD, TIMOTHY, NICHOLASIPRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICERC Control
MUDD, TIMOTHY, NICHOLASIPRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICERC Control
MUDD, TIMOTHY, NICHOLASIPRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICERC Control
MUDD, TIMOTHY, NICHOLASIPRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICERC Control
MUDD, TIMOTHY, NICHOLASIPRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICERC Control
MUDD, TIMOTHY, NICHOLASIPRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICERC Control
MUDD, TIMOTHY, NICHOLASIPRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICERC Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
POHL, CRAIG, LOUISISENIOR FINANCIAL ADVISOR/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
SMITH, KATIE, BARNABAIDIRECTOR OF CLIENT SERVICES/MEMBERA Control
Smith, Katie, BIDIRECTOR OF CLIENT SERVICES/MEMBERA Control

Registrations

Federal

IA
Mar 5, 2025 REGISTERED

Notice Filings (8)

DC DE FL MD NC PA TX VA

Address

401 JEFFERSON AVENUE
TOWSON, MD 21286
United States
Phone: 410-823-5442