THOMA CAPITAL MANAGEMENT LLC

CHESAPEAKE FINANCIAL ADVISORS
TOWSON, Maryland·3 registered advisors·CRD# 120139
SEC# 801-1110542410-823-5442
01

Firm Overview

AUM
$192M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THOMA CAPITAL MANAGEMENT LLC

3 registered advisors
Craig Louis Pohl
TOWSON, Maryland
Katie Barnaba Smith
TOWSON, Maryland
Thomas Joseph Taylor
TOWSON, Maryland
05

Office Locations

TOWSON, Maryland
3 advisors

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Data sourced from SEC Form ADV filings. THOMA CAPITAL MANAGEMENT LLC (CRD# 120139) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.