# CHESAPEAKE FINANCIAL GROUP INC

CHESAPEAKE FINANCIAL GROUP INC of WILLIAMSBURG, VA is an SEC-registered investment adviser.

## Registration

- CRD: 108039
- Type: SEC-registered investment adviser
- SEC file number: 801-64765
- Location: 4804 COURTHOUSE ST SUITE 1A, WILLIAMSBURG, VA, 23188
- Phone: 757-253-9088
- Latest filing: 2017-09-29
- Regulatory AUM: $155.6M
- Discretionary AUM: $145.1M
- Non-discretionary AUM: $10.5M
- Clients: 4
- Accounts: 184

## Officers, owners & control persons (30)

_Showing 25 of 30 people._

| Name | Role | Location |
| --- | --- | --- |
| James Daniel Thomas | DIRECTOR | Scottsdale, AZ |
| James W Thomas | DIRECTOR | Rockledge, FL |
| James E Thomas | DIRECTOR | Richmond, VA |
| James Rufus Thomas | DIRECTOR | — |
| KELLY PATRICK J | DIRECTOR | — |
| HUNT JOHN HERBERT | CFO - CHIEF FINANCIAL OFFICER; CFO - CHIEF FINANCIAL OFFICER, EXECUTIVE VP, CORPORATE SECRETARY & TREASURER; DIRECTOR (+2 more) | — |
| MONROE JOHN MARK | DIRECTOR; DIRECTOR AND PRESIDENT; PRESIDENT (+3 more) | — |
| MONROE DOUGLAS DURRELL | DIRECTOR; DIRECTOR AND VICE CHAIRMAN; DIRECTOR, CHAIRMAN (+1 more) | — |
| SZYPERSKI JEFFREY MICHAEL | DIRECTOR; DIRECTOR AND CHAIRMAN; DIRECTOR, CHAIRMAN, PRESIDENT (+3 more) | — |
| WARNER MARSHALL NELSON | DIRECTOR; VICE PRESIDENT | — |
| OSHAUGHNESSY JOHN KING | DIRECTOR | — |
| MONROE KATHERINE WILLIS | DIRECTOR | — |
| SHUMADINE WILLIAM FRANCIS | DIRECTOR | — |
| HUNT JOHN | SECRETARY | — |
| MONROE DOUGLAS | CEO; CHAIRMAN | — |
| MONROE KATHERINE W | DIRECTOR; TREASURER | — |
| SZYPERSKI JEFFREY | CEO; PRESIDENT | — |
| SINGLEY ROBERT J | DIRECTOR | — |
| KELLUM THOMAS E | DIRECTOR | — |
| ROBERTSON BRUCE | DIRECTOR | — |
| HUDNALL EUGENE S | DIRECTOR | — |
| TINGLE THOMAS G | DIRECTOR | — |
| JAMES LELAND T | DIRECTOR | — |
| SIKES CHRISTOPHER MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| HOMARD DAVID WAYNE | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108039/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108039/similar
- Related entities: https://search.stillhousedata.com/firm/108039/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108039

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.