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CHESAPEAKE FINANCIAL ADVISORS
Legal name: THOMA CAPITAL MANAGEMENT LLC
CRD 120139File 801-111054
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$310.1M
Below cohort median (national)
Discretionary AUM
$294.7M
Non-discretionary $15.4M
Clients
287
1,030 accounts
Employees
10
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 30, 2017
- Principal office
- 401 JEFFERSON AVENUE, TOWSON, MD, 21286
- Phone
- 410-823-5442
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $310.1M
- Discretionary AUM
- $294.7M
- Non-discretionary AUM
- $15.4M
- Discretionary accounts
- 1,014
- Non-discretionary accounts
- 16
- Total accounts
- 1,030
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $690K |
| High net worth individuals | 91 | $227.9M |
| Pension and profit sharing plans | 19 | $11.5M |
| Individuals (other than high net worth individuals) | 177 | $69.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 |
|---|---|---|---|
| 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.