CHESAPEAKE FINANCIAL GROUP INC

CHESAPEAKE WEALTH MANAGEMENT
WILLIAMSBURG, Virginia·22 registered advisors·CRD# 108039
SEC# 801-64765757-253-9088
01

Firm Overview

AUM
$84M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
22
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at CHESAPEAKE FINANCIAL GROUP INC

22 registered advisors
Bruce Robertson
WILLIAMSBURG, Virginia
Christopher Michael Sikes
WILLIAMSBURG, Virginia
Craig J Kelly
WILLIAMSBURG, Virginia
Daniel Joseph Johnedis
WILLIAMSBURG, Virginia
David Wayne Homard
WILLIAMSBURG, Virginia
Douglas Durrell Monroe
WILLIAMSBURG, Virginia
Eugene S Hudnall
WILLIAMSBURG, Virginia
Gertrude Margaret Quinto
WILLIAMSBURG, Virginia
Jeffrey Michael Szyperski
WILLIAMSBURG, Virginia
John Herbert Hunt
WILLIAMSBURG, Virginia
John King Oshaughnessy
WILLIAMSBURG, Virginia
John Mark Monroe
WILLIAMSBURG, Virginia
John M. Sadler
WILLIAMSBURG, Virginia
Katherine Willis Monroe
WILLIAMSBURG, Virginia
Leland Thomas James
WILLIAMSBURG, Virginia
Marshall Nelson Warner
WILLIAMSBURG, Virginia
Richard Lee Ware
WILLIAMSBURG, Virginia
Robert J Singley
WILLIAMSBURG, Virginia
Stefanie Cecile Boykin
WILLIAMSBURG, Virginia
Thomas E Kellum
WILLIAMSBURG, Virginia
Thomas G Tingle
WILLIAMSBURG, Virginia
William Francis Shumadine
WILLIAMSBURG, Virginia
05

Office Locations

WILLIAMSBURG, Virginia
22 advisors

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Data sourced from SEC Form ADV filings. CHESAPEAKE FINANCIAL GROUP INC (CRD# 108039) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.