CHESLEY, TAFT & ASSOCIATES, LLC

CRD 111578File 801-58177

APPROVED

Retail clients

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$3.01B

Top 25% of cohort (national)

Discretionary AUM

$2.76B

Non-discretionary $251.4M

Clients

635

1,831 accounts

Employees

Top 25% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Dec 8, 2000
Principal office: 135 S. LASALLE STREET, SUITE 2900, CHICAGO, IL, 60603
Phone: 312-873-1260
Website: HTTP://WWW.CHESLEYTAFT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.01B
Discretionary AUM: $2.76B
Non-discretionary AUM: $251.4M
Discretionary accounts: 1,752
Non-discretionary accounts: 79
Total accounts: 1,831
AUM per client: $4.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$75.4M
Charitable organizations	7	$22.5M
High net worth individuals	585	$2.90B
Pension and profit sharing plans	5	$7.4M
Individuals (other than high net worth individuals)	32	$10.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.