THOMA CAPITAL MANAGEMENT LLC
Doing business as CHESAPEAKE FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$310,069,630
Discretionary
$294,654,655
Non-discretionary
$15,414,975
Firm details
- CRD number
- 120139
- SEC file number
- 801-111054
- Main office
- TOWSON, MD, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.