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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-31-1999
- Office Locations
- 1
Office Locations
About Chesapeake Financial Advisors
Chesapeake Financial Advisors (PeakeAdvisors.com) is a Maryland-based, fee-only fiduciary RIA providing integrated financial planning, portfolio management, and tax-saving strategies so clients’ investment and tax decisions stay aligned. The team highlights fixed income solutions such as Maryland municipal bonds and offers a 24/7 client dashboard for plan and portfolio insight, with calls answered directly by the team (no call centers).
Reported data analysis
What the numbers show
Between March 5, 2025 and August 19, 2026, reported AUM increased 17.6%, from $263.7M to $310.1M.
Across 5 reported observations, AUM increased 14.1% between October 26, 2022 and August 19, 2026, from $271.7M to $310.1M.
Of the latest reported AUM, 95.0% is discretionary and 5.0% is non-discretionary.
The firm reports 7 advisory representatives and 287 clients, or 41 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on August 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full Chesapeake Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS JOSEPH TAYLOR JR
Chief Compliance Officer, FOUNDER, Managing Member, Principal
- CRD
- #2758307
- Ownership
- 75% or more
CRAIG LOUIS POHL
Advisor, SENIOR FINANCIAL ADVISOR
- CRD
- #6340619
- Ownership
- 5% but less than 10%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $294,654,655 | $290,586 |
| Non-Discretionary | $15,414,975 | $963,436 |
| Total | $310,069,630 | $301,038 |
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Separately Managed Accounts
SMA allocation detail is available
Chesapeake Financial Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.