Chesley, Taft & Associates
TL;DR
Founded in January 2001, the firm is employee owned and focuses on portfolio management for high-net-worth individuals, trusts, foundations and retirement plans.
$3.0 billion
Regulatory AUM
As of ADV filing 2026-03-19
1,831
Accounts / Clients
617 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
18
Team Size
employees, 9 advisory
26 yrs
Years Registered
First registered 2000
About Chesley, Taft & Associates
Founded in January 2001, the firm is employee owned and focuses on portfolio management for high-net-worth individuals, trusts, foundations and retirement plans.
Office: 135 S. LaSalle Street, Suite 2900, Chicago, IL 60603.
Best for: Families above $1M wanting portfolio management from an employee-owned team
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD111578
RegistrationSEC-registered
First registration2000
Regulatory AUM$3.0 billion
ADV filing date2026-03-19
Accounts1,831
Clients617 individual and high-net-worth clients
Employees18
Advisory employees9
Fee modelAsset-based fees only; ADV 2A reports no other financial industry affiliations
MinimumPrefers $1 million in assets, with exceptions (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA and CFP named in ADV 2B supplement
Source: SEC Investment Adviser Public Disclosure, CRD 111578, as of ADV filing 2026-03-19, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Chicago, IL (2026): rank 5 of 10
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