Overview
Assets Under Management: $649 million
Headquarters: DEWITT, MI
High-Net-Worth Clients: 69
Average Client Assets: $1.6 million
Frequently Asked Questions
CHESME CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288631), CHESME CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
CHESME CAPITAL MANAGEMENT is headquartered in DEWITT, MI.
CHESME CAPITAL MANAGEMENT serves 69 high-net-worth clients according to their SEC filing dated June 25, 2024. View client details ↓
According to their SEC Form ADV, CHESME CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CHESME CAPITAL MANAGEMENT manages $649 million in client assets according to their SEC filing dated June 25, 2024.
According to their SEC Form ADV, CHESME CAPITAL MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.59%
Average Client Assets: $1.6 million
Total Client Accounts: 259
Discretionary Accounts: 259
Regulatory Filings
CRD Number: 288631
Filing ID: 1885311
Last Filing Date: 2024-06-25 14:59:00