SourcingSourcing

CHESAPEAKE INVESTMENT MANAGEMENT LLC

B58
CRD 119010·SEC 801-60951·MCLEAN, VA
AUM
$205.0M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$615K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHESAPEAKE INVESTMENT MANAGEMENT LLC
CRD
119010
SEC file #
801-60951
EIN
—
DBA names
—

Economics

AUM
$205.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$125.0M → $205.0M▲ +64%
Client mix
Individuals High Net Worth391
Charitable Organizations4

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
MCLEAN VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
chesapeakeim.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BECK, SCOTT, ERNEST
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BECK, SCOTT, ERNEST
SARRGE, EUGENE, ANTONIO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CHESAPEAKEIM.COM
Rdap Domain Creation Date
2002-03-06T14:06:32Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-03-06T14:06:32Z
Rdap Domain Last Changed
2025-02-25T04:53:08Z
Rdap Nameservers
Dns1.registeredsite.comDns2.registeredsite.comDns3.registeredsite.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1013272
Trust Company Affiliate
No

People (7)

7
BECK, SCOTT, ERNEST
IAR · Direct Owner · 87.5%
1013272
SARRGE, EUGENE, ANTONIO
IAR · Direct Owner · 37.5%
4568602
MAUREEN S BIGGER
IAR
4173079
JOHN ARNOLD EDWARDS
IAR
1760934
MAEDI TANHAM CARNEY
IAR
4629591
BARBARA LEERIGSBY FRANK
IAR
1629304
Wesley Shaffer Reed
IAR
7889323