| 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 |
Chesley, Taft & Associates, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
Chesley, Taft & Associates, LLC reports 16 employees.
Chesley, Taft & Associates, LLC is based in Chicago, IL and has been SEC-registered since 2000.
Chesley, Taft & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $2.59B |
| Non-discretionary | $209M |
| Total (RAUM) | $2.79B |