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Chesapeake Investment Management LLC

Chesapeake Investment Management LLC. CRD 119010

Chesapeake Investment Management LLC logo

CRD: 119010

Chesapeake Investment Management LLC

Mclean, VA, 22102
2028211530
chesapeakeim.com
$205.0M Total AUM
$205.0M Disc. AUM
8.6% 3Y CAGR
7 Employees
395 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
Clients
Retail and Institutional
Platforms
VitalWave harbor
Established Date
02-21-2002
Office Locations
1

Office Locations

1501 Farm Credit Dr. Suite 2450 Mclean VA

About Chesapeake Investment Management LLC

Chesapeake Investment Management is a McLean, VA-based full-service investment advisory serving individual and institutional clients. The firm provides tailored financial planning and portfolio management built around long-term diversification and a fundamental, research-based philosophy. Portfolios are implemented largely with ETFs alongside fixed income, with an emphasis on accessible, high-touch advisor support for wealth growth, preservation, and retirement planning.

Team overview

58 AVG AGE
$51.3M AVG AUM / ADVISOR
$519.0K AVG AUM / CLIENT
13.9 yrs AVG TENURE
7 Employees
4 Advisory Reps
7 RIA Reps
24yrs Firm Age

Insights

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Asset Classes

Oak Meridian

Client Personas

Vertex Signal

Custodian

Timber ridge Vertex Element vertex Vector catalyst Meridian

Investment Themes

Unison

Investment Vehicles

Harbor

Platform

Catalyst

Services

Unison Crest Timber unison North capital Optima harbor Eagle

Technology

Frontier Crest crest

Owner & Executives

S

SCOTT ERNEST BECK

Chief Compliance Officer, Financial Advisor, General Partner, President

CRD
#1013272
Ownership
75% or more
(634) 447-8257
wave.matrix@matrixcapital.com
in linkedin.com/in/vertex-vector
E

EUGENE ANTONIO SARRGE

Chief Operating Officer, Chief Technology Officer, VICE PRESIDENT

CRD
#4568602
Ownership
25% but less than 50%
(313) 829-9989
element.capital@foundationcapital.com
in linkedin.com/in/zenith-catalyst

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Contacts

M

MAUREEN S BIGGER

Investment Advisor Representative

CRD
#4173079
(438) 747-2920
vital.legacy@ridgecapital.com
in linkedin.com/in/alpha-meridian
MAEDI TANHAM CARNEY

MAEDI TANHAM CARNEY

Owner

CRD
#4629591
(406) 676-9737
peak.meridian@timbercapital.com
in linkedin.com/in/eagle-insight
F

Foundation matrix

Matrix atlas

CRD
#69010
(735) 494-9405
prime.beacon@insightcapital.com
in linkedin.com/in/prime-oak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-10-2022
03-06-2023
03-22-2024
03-27-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $205,000,000 $518,987
Non-Discretionary $0 --
Total $205,000,000 $518,987

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Separately Managed Accounts

Total SMA Asset: $205,000,000

$205.0M Total SMA
Equity - Exchange:
38.4%
Cash:
14.3%
U.S. Government/Agency:
9.1%
Corporate - Investment Grade:
38.2%
Asset class Assets Assets %
Equity - Exchange $895,630,275 38.4%
Cash $333,528,983 14.3%
U.S. Government/Agency $212,245,716 9.1%
Corporate - Investment Grade $890,965,534 38.2%
Total $2,332,370,508 100.0%

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