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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-21-2002
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 31, 2026, reported AUM decreased 0.5%, from $206.0M to $205.0M.
Across 5 reported observations, AUM increased 46.4% between March 10, 2022 and March 31, 2026, from $140.0M to $205.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 395 clients, or 98.8 clients per representative. That equates to $519.0K in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on March 31, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Chesapeake Investment Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SCOTT ERNEST BECK
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #1013272
- Ownership
- 75% or more
EUGENE ANTONIO SARRGE
Chief Operating Officer, Chief Technology Officer, VICE PRESIDENT
- CRD
- #4568602
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
MAUREEN S BIGGER
Investment Advisor Representative
- CRD
- #4173079
MAEDI TANHAM CARNEY
Owner
- CRD
- #4629591
Showing 2 of 7 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Chesapeake Investment Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.