← Directory
CHESAPEAKE INVESTMENT MANAGEMENT LLC
CRD 119010File 801-60951
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$205.0M
Below cohort median (national)
Discretionary AUM
$205.0M
Clients
395
395 accounts
Employees
7
Bottom 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 21, 2002
- Principal office
- 1501 FARM CREDIT DR., SUITE 2450, MCLEAN, VA, 22102
- Phone
- 202-821-1530
- Website
- HTTP://WWW.CHESAPEAKEIM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $205.0M
- Discretionary AUM
- $205.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 395
- Non-discretionary accounts
- 0
- Total accounts
- 395
- AUM per client
- $519K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $10.0M |
| High net worth individuals | 391 | $195.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $206,000,000 | $205,000,000 | decreased by$1,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 140 | 395 | increased by255 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $140,000,000 | $206,000,000 | increased by$66,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 140 | 395 | increased by255 |
| Apr 1, 2022 | Accounts | 250 | 140 | decreased by110 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHESAPEAKE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHESAPEAKE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.