# WAKEFIELD CAPITAL MANAGEMENT, INC.

WAKEFIELD CAPITAL MANAGEMENT, INC. of CHEVY CHASE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 151096
- Type: SEC-registered investment adviser
- SEC file number: 801-70592
- Location: 2 WISCONSIN CIRCLE, SUITE 540, CHEVY CHASE, MD, 20815
- Phone: 301-941-1660
- Latest filing: 2014-08-14
- Regulatory AUM: $17.0M
- Discretionary AUM: $17.0M
- Clients: 8
- Accounts: 1

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [OBRIEN JOHN PATRICK](https://search.stillhousedata.com/person/733539) | EXECUTIVE VICE PRESIDENT | — |
| [MURPHY JAMES PATRICK](https://search.stillhousedata.com/person/735103) | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| [NORDBERG EDWARD PETER](https://search.stillhousedata.com/person/794956) | CHIEF EXECUTIVE OFFICER | — |
| [TOMASSO DONALD CHARLES](https://search.stillhousedata.com/person/794957) | VICE CHAIRMAN | — |
| [WILLISON DANIEL LEE](https://search.stillhousedata.com/person/794958) | EXECUTIVE VICE PRESIDENT | — |
| [SWEET ROBERT ALAN](https://search.stillhousedata.com/person/797152) | SENIOR VICE PRESIDENT | — |
| [WILLISON DANIEL](https://search.stillhousedata.com/person/811494) | EXECUTIVE VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151096/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151096/similar
- Related entities: https://search.stillhousedata.com/firm/151096/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151096

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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.