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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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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Unlock allAssets Under Management
| 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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