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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Horizon zenith
- Established Date
- 11-17-2016
- Office Locations
- 3
Office Locations
About Chesapeake Capital Management, LLC
Chesapeake Capital Management is a wealth management firm serving hardworking individuals and families across life stages, from young professionals to pre-retirees. The team provides integrated financial planning and professionally managed portfolios, with retirement income planning, tax planning, and guidance on Social Security and pension decisions, plus solutions to help manage long-term care costs. Custodies assets with Charles Schwab.
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Owner & Executives
RANDY HOWARD PACKETT
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #1280634
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JAMES JOSEPH BURKEITT
Financial Advisor
- CRD
- #1038156
JAKOB DOMINIC KELLY
--
- CRD
- #8029116
Matrix radial
Fusion quantum
- CRD
- #79385
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,560,703 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,560,703 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,560,703
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $2,306,193,208 | 29.7% |
| Equity - Exchange | $2,003,359,756 | 25.8% |
| Public Funds | $2,779,855,786 | 35.8% |
| Cash | $675,551,545 | 8.7% |
| Total | $7,764,960,295 | 100.0% |