Chesley, Taft & Associates, LLC
Chicago, IL·SEC-registered · CRD #111578
Chesley, Taft & Associates, LLC is an SEC-registered investment advisory firm in Chicago, IL managing $3.0B across 1.9k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.0B
Client accounts
1.9k
Advisory staff
9
Fee model
Fee-based
How Chesley, Taft & Associates, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Chesley, Taft & Associates, LLC
How much does Chesley, Taft & Associates, LLC manage?
Per its most recent SEC Form ADV filing (03/19/2026), Chesley, Taft & Associates, LLC reports $3.0B in regulatory assets under management across roughly 1.9k client accounts.
How does Chesley, Taft & Associates, LLC charge?
Chesley, Taft & Associates, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Chesley, Taft & Associates, LLC a fiduciary?
Yes. Chesley, Taft & Associates, LLC is registered with the U.S. Securities and Exchange Commission (CRD #111578), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Chesley, Taft & Associates, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Chesley, Taft & Associates, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Chicago, IL
Profile compiled from Chesley, Taft & Associates, LLC's public SEC Form ADV filing (CRD #111578, filed 03/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Chesley, Taft & Associates, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Chesley, Taft & Associates, LLC? Claim this profile.