Craig Pohl
Chesapeake Financial Advisors · Towson, Maryland
Craig Pohl is a fee-only financial advisor at Chesapeake Financial Advisors in Towson, Maryland. Chesapeake Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Chesapeake Financial Advisors |
|---|---|
| Based in | Towson, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $310.1M across 1,030 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 6340619 |
| Exams passed | Series 65 (2014) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.peakeadvisors.com |
How Craig's firm compares
- Chesapeake Financial Advisors's average account is about $301,000, from its Form ADV (assets managed divided by 1,030 accounts).
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Questions about Craig
Is Craig Pohl a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Chesapeake Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig's firm, Chesapeake Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Craig Pohl based?
Craig Pohl is based in Towson, Maryland.
Is Craig Pohl registered with the SEC?
Yes. Craig Pohl is registered as an investment adviser representative in MD and TX (CRD 6340619), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chesapeake Financial Advisors manage?
Chesapeake Financial Advisors reports $310.1M across 1,030 accounts in assets under management.
How do I contact Craig Pohl?
Through Craig's website, www.peakeadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Towson
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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