# Chesapeake Investment Management LLC

> Chesapeake Investment Management LLC is an SEC-registered investment advisory firm in McLean, VA, registered since 2002, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 119010
- Filed as: CHESAPEAKE INVESTMENT MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/119010
- AdvisorCensus page: https://advisorcensus.com/firm/chesapeake-investment-management-llc-mclean-va-119010

## Quick answers

**How is Chesapeake Investment Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Chesapeake Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Chesapeake Investment Management LLC located?**
Chesapeake Investment Management LLC's principal office is in McLean, VA, according to its Form ADV.

**Is Chesapeake Investment Management LLC registered with the SEC or a state?**
Chesapeake Investment Management LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 119010.

**How much does Chesapeake Investment Management LLC manage?**
Chesapeake Investment Management LLC reports $205,000,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Chesapeake Investment Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Chesapeake Investment Management LLC: Regulatory assets under management: $140,000,000 in the October 2021 data and $205,000,000 in the October 2026 data, up 46%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Chesapeake Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (391); charitable organizations (4).

**Does Chesapeake Investment Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/119010

**Does Chesapeake Investment Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum account size customarily accepted is $250,000. Chesapeake Investment Management, LLC has the discretion to waive the account minimum."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> The minimum account size customarily accepted is $250,000. Chesapeake Investment Management, LLC has the discretion to waive the account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $205,000,000
- Discretionary: $205,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 391 | $195,000,000 |
| Charitable organizations | 4 | $10,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2002 (24 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [chesapeakeim.com](https://chesapeakeim.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,000,000 | 6 | March 18, 2021 |
| October 2022 | $140,000,000 | 6 | March 10, 2022 |
| October 2023 | $160,000,000 | 6 | March 6, 2023 |
| October 2024 | $160,000,000 | 6 | March 22, 2024 |
| October 2025 | $206,000,000 | 7 | March 27, 2025 |
| October 2026 | $205,000,000 | 7 | March 31, 2026 |

Regulatory assets under management: $140,000,000 in the October 2021 data and $205,000,000 in the October 2026 data, up 46%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chesapeake Investment Management LLC (CRD 119010): Form ADV filing data as of October 2026.