Sign in Sign up for free

Cdk Investment Management LLC (Baltimore)


Cdk Investment Management LLC is a large advisory firm based in Baltimore. It manages $1.9 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of New York.




Cdk Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cdk Investment Management: assets under management

The assets under management (AUM) of Cdk Investment Management LLC is $1.9 billion. The firm's AUM has grown by 6027% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $544.47 million in discretionary accounts and $1.35 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $90.74 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $135.5 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cdk Investment Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Peter Herbert Chapman Member 1 May 2002 25% - 50% 705757
John Osborne Downing Member 1 May 2002 25% - 50% 1715153
Thomas Woody Keesee Member 1 May 2002 25% - 50% 2079605
Thomas Woodfin Keesee Member 1 May 2002 25% - 50% 2079605
The Downing 2003 Family Trust Thomas Washburn Trustee Beneficiary 1 Aug 2003 75% - 100% 22-0624036
Brown Advisory Incorporated Unit holder and managing member 1 Jul 2008 Other 52-2112409

Based in Baltimore

The principal office where Cdk Investment Management LLC performs its advisory services is located at 901 South Bond Street, Baltimore, MD 21231, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-537-5400 or by fax 410-537-6486. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


Registered investment advisers similar to Cdk Investment Management LLC