# CHESLEY, TAFT & ASSOCIATES, LLC

CHESLEY, TAFT & ASSOCIATES, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 111578
- Type: SEC-registered investment adviser
- SEC file number: 801-58177
- Location: 135 S. LASALLE STREET, SUITE 2900, CHICAGO, IL, 60603
- Phone: 312-873-1260
- Latest filing: 2026-03-19
- Regulatory AUM: $3.0B
- Discretionary AUM: $2.8B
- Non-discretionary AUM: $251.4M
- Clients: 18
- Accounts: 1,831

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Laura Anne Flentye | CHIEF COMPLIANCE OFFICER | — |
| Brian Aaron Zavalkoff | PRINCIPAL; TRUSTEE | — |
| Faris Franklin Chesley | PRINCIPAL, MANAGER AND CHAIRMAN; TRUSTEE | — |
| Joan Marie Giardina | PRINCIPAL; TRUSTEE | — |
| Gregory James Oleary | PRINCIPAL | — |
| William Allen Goldstein | PRINCIPAL, PRESIDENT; TRUSTEE | — |
| John Jeffrey Sobel | PRINCIPAL | — |
| Deborah Thida Stotts | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Michael Patrick Stoffregen | MEMBER; TRUSTEE | — |
| Matthew S Szafranski | MEMBER | — |
| Jeffrey Hinko | MEMBER | — |
| Thomas Alan Baumgart | PRINCIPAL | — |
| GOLDSTEIN WILLIAM ALLEN | PRINCIPAL, PRESIDENT; TRUSTEE | — |
| SOBEL JOHN JEFFREY | PRINCIPAL | — |
| CHESLEY FARIS FRANKLIN | MEMBER/MANAGER; MEMBER, MANAGER AND CHAIRMAN; PRINCIPAL, MANAGER AND CHAIRMAN (+1 more) | — |
| TAFT ALLEN RICHARD | MEMBER/MANAGER; MEMBER, MANAGER AND PRESIDENT | — |
| GIARDINA JOAN MARIE | MEMBER, SENIOR VICE PRESIDENT; MEMBER, SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; PRINCIPAL (+1 more) | — |
| ANDERSON MICHELLE MARIE | MEMBER; TRUSTEE | — |
| STOTTS DEBORAH THIDA | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| OLEARY GREGORY JAMES | MEMBER, CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| ZAVALKOFF BRIAN AARON | MEMBER, SENIOR VICE PRESIDENT; PRINCIPAL; TRUSTEE | — |
| STOFFREGEN MICHAEL PATRICK | MEMBER; TRUSTEE | — |
| SZAFRANSKI MATTHEW S | MEMBER | — |
| Hinko Jeffrey | MEMBER | — |
| Baumgart Thomas Alan | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111578/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111578/similar
- Related entities: https://search.stillhousedata.com/firm/111578/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111578

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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.