Raymond Mcfolling
Raymond Mcfolling is a registered investment advisor at Chesapeake Capital Management, LLC, based in Apollo Beach, FL, with 14 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 176 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chesapeake Capital Management offers investment management services exclusively through wrap fee programs. Brokerage commissions and transaction costs are included in the asset-based fee charged to the client. Please refer to Appendix 1 of Part 2A: Chesapeake Capital Wrap Fee Program Brochure for fee details.
Location
Apollo Beach, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raymond is the president of Guaranteed Capital Strategies Inc. and sells insurance since 2011. He also owns Bear Ridge LLC, a vacation rental, dedicating minimal time to it.
Employment History
Current Registrations
Chesapeake Capital Management, LLC
Previous Registrations
The Mcfolling Financial Group
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.