Chesapeake Investment Management Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 119010
· SEC file 801-60951
· Mclean, VA
· WWW.CHESAPEAKEIM.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $205M
- Discretionary
- $205M
- Clients
- 395
- Avg AUM / client
- $519K
- Accounts
- 395
- Employees
- 7
AUM over time
$73.5M
$206M
Jan 31, 2012
Mar 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 391 | $195M | 95.1% |
| Charitable organizations | 4 | $10.0M | 4.88% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Ernest Beck | President, Chief Compliance Officer | Jan 2002 (25y) | 75% or more | |
| Eugene Antonio Sarrge | Vice President, Cto | Jan 2005 (22y) | 25% – 50% | |
| Maedi Tanham Carney | Registered representative | CFP | Jan 2010 (17y) | |
| Maureen S Bigger | Registered representative | CFP | Jan 2010 (17y) | |
| Barbara Leerigsby Frank | Registered representative | Jun 2010 (16y) | ||
| John Arnold Edwards | Registered representative | CFA | Mar 2012 (14y) | |
| Wesley Shaffer Reed | Registered representative | Feb 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 999 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗