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Chesapeake Financial Planning
Chesapeake Financial Planning advises wealthy families on multi-generational wealth strategy, combining financial planning with investment management.
Chesapeake Financial Planning
Chesapeake Financial Planning is an SEC-registered investment adviser in Annapolis, MD. It has 6 employees and 2 investment advisers. The firm is based in Maryland.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Frequently asked questions
Who runs investment decisions at Chesapeake Financial Planning?
Chesapeake Financial Planning does not publicly name its investment team. In the absence of disclosed leadership, investment decisions are likely made by a small team of advisors or the founding principal, though no individual is identified by name in available sources.
How does Chesapeake Financial Planning source deal flow?
Public sources do not describe the firm's sourcing methodology. As an RIA focused on comprehensive financial planning, Chesapeake likely relies on third-party asset managers, fund platforms such as CAIS or iCapital, and traditional broker-dealer channels for investment access.
Is Chesapeake Financial Planning a single or multi-family office?
Based on the firm's name and typical industry categorization, Chesapeake Financial Planning operates as a multi-family office serving multiple unrelated families, though specific client count is not disclosed.
Does Chesapeake Financial Planning participate in fund commitments or only direct deals?
The firm does not disclose its investment structure. As a financial planning-focused RIA, it is more likely to allocate capital through third-party funds rather than direct private investments, but this cannot be confirmed from available data.
What investment stages does Chesapeake Financial Planning typically target?
No stage preference is publicly known. The firm's typical asset allocation via public equities, fixed income, and alternatives suggests a growth and income-oriented approach suitable for multi-generational planning rather than venture-stage investing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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