This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FoundationEagle +more
- Established Date
- 06-01-2000
- Office Locations
- 1
Office Locations
About Chesley, Taft & Associates, LLC
Chesley, Taft & Associates is a Chicago-based, 100% employee-owned RIA (founded 2001) providing personalized investment management and financial planning for select individuals and families, including trusts, charitable foundations, retirement plans, and business accounts. Portfolio managers work directly with clients to build and adapt customized strategies, using vehicles such as ETFs and mutual funds. Ranked Top 200 RIAs 2025 by Financial Advisor Magazine.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
FARIS FRANKLIN CHESLEY
Chairman, Investment Advisor, Manager, PRINCIPAL
- CRD
- --
- Ownership
- 25% but less than 50%
JOAN MARIE GIARDINA
Principal
- CRD
- #4781785
- Ownership
- 10% but less than 25%
Atlas peak
North meridian
- CRD
- #19283
- Ownership
- 46.4%
Showing 2 of 7 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,762,135,993 | $1,576,562 |
| Non-Discretionary | $251,378,022 | $3,182,000 |
| Total | $3,013,514,015 | $1,645,830 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,013,514,015
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $464,281,410 | 7.2% |
| Public Funds | $541,661,645 | 8.4% |
| Cash | $702,870,468 | 10.9% |
| Municipal Bonds | $2,147,301,520 | 33.3% |
| Corporate - Investment Grade | $2,140,853,167 | 33.2% |
| U.S. Government/Agency | $451,384,704 | 7.0% |
| Total | $6,448,352,914 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION FOCUS VALUE | VERTEX HARBOR | DEHWZMGJN | LFTR | 11.01% | $98,573,144 |
| CAPITAL UNISON RADIAL | MOMENTUM ELEMENT | SEXO1UDIK | GAJO | 6.09% | $58,761,063 |
| MATRIX GLACIER ALPHA | FRONTIER ELEMENT | GZWLCOXAQ | SNRGY | 8.83% | $31,583,626 |
| FOUNDATION QUANTUM | VITAL PRIME | TIUIZ9GUL | SSBO | 6.62% | $107,519,534 |
| MATRIX VITAL | UNISON QUANTUM | POMP0PILW | AVS | 7.38% | $99,039,234 |
| FUSION VECTOR EAGLE | DELTA TIMBER | 6QFECVAZ8 | LLR | 1.10% | $28,932,440 |
| PATHWAY BEACON MOMENTUM | FRONTIER FOCUS | EY3SH81VQ | TDF | 2.44% | $109,644,081 |
| FOUNDATION OPTIMA | RADIAL VECTOR | 6KA2006T1 | LHY | 10.35% | $86,643,625 |