Data / Investment advisers / Virginia / Chesapeake Investment Management LLC
Chesapeake Investment Management LLC, McLean, VA: $205 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Chesapeake Investment Management LLC is an SEC registered investment adviser with its main office in McLean, Virginia and reports $205 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Chesapeake Investment Management LLC (CRD number 119010): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 119010
- SEC file number
- 801-60951
- SEC status
- Approved, effective February 21, 2002
- Main office
- 1501 Farm Credit Dr. Suite 2450, McLean, VA 22102
- Phone
- (202) 821-1530
- Website
- chesapeakeim.com
- Regulatory AUM
- $205,000,000 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $205,000,000
- Accounts
- 395
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 391 | $195 million |
| Charitable organizations | 4 | $10 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $205 million | March 31, 2026 |
| December 1, 2025 | $206 million | March 27, 2025 |
Other advisers in McLean
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Capitol Financial Consultants, Inc. | McLean | $269.2 million | Not listed | adviserinfo.sec.gov |
| Keystone Asset Management, Inc. | McLean | $261 million | Not listed | adviserinfo.sec.gov |
| Argo Wealth Advisory, LLC | McLean | $256.2 million | Not listed | adviserinfo.sec.gov |
| Sanchez & Zures, LLC | McLean | $241.9 million | Not listed | adviserinfo.sec.gov |
| Alpha Financial Advisors, LLC | McLean | $218.3 million | Not listed | adviserinfo.sec.gov |
| Corbett Road Capital Management, LLC | McLean | $176.3 million | Not listed | adviserinfo.sec.gov |
| Bluestone Investment Manager, LLC | McLean | $144.8 million | 3 | adviserinfo.sec.gov |
| Acts Financial Advisors | McLean | $126.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in McLean, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Chesapeake Investment Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.