Chesley, Taft & Associates, LLC
● SEC registered since 2000CRD 111578SEC# 801-58177Chicago, IL
Reg. AUM
$3.01B
Employees
18
Accounts
1,831
Location
Chicago, IL
Chesley, Taft & Associates, LLC assets under management
Chesley, Taft & Associates, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2000. It reports $3 billion in regulatory assets under management and employs 18 people.
Chesley, Taft & Associates, LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian a. Zavalkoff Revocable Trust Dated December 23, 2003, As Amended | Member | 10-25% | 2016 |
| Brian Aaron Zavalkoff Control | Principal | 10-25% | 2009 |
| Deborah T. Stotts Amended and Restated Revocable Trust Agreement Dated March 28, 2026 | Member | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Chesley, Taft & Associates, LLC manage?
Chesley, Taft & Associates, LLC reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Chesley, Taft & Associates, LLC have?
Chesley, Taft & Associates, LLC reports 18 employees.
Where is Chesley, Taft & Associates, LLC located?
Chesley, Taft & Associates, LLC is based in Chicago, IL and has been SEC-registered since 2000.
Does Chesley, Taft & Associates, LLC disclose fund performance?
Chesley, Taft & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 135 S. Lasalle Street, Suite 2900, Chicago, IL 60603 |
| Phone | 312-873-1260 |
| Fax | 312-873-1250 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.01B▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$3.01Bregulatory AUM
Discretionary $2.76BNon-discretionary $251.4M