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Thoma Capital Management LLC

CIK:0002060298
Investment Adviser
$264M AUM
59 holdings
Towson, MD, United States
Founded:1999
11 employees
Latest filing:Sep 30, 2025

Thoma Capital Management LLC, doing business as Chesapeake Financial Advisors, is a registered investment adviser headquartered in Towson, Maryland. Founded in 1999, the firm offers investment advisory and financial planning services to individuals (including high net worth clients) and retirement plans. With approximately 11 employees (most being investment professionals), they provide customized portfolio management and personal financial advisory services, primarily serving Maryland, Texas, Virginia, Florida, and Pennsylvania residents.

Investment Strategy

Thoma Capital Management LLC provides both discretionary and non-discretionary investment management services. Their investment approach covers equities, corporate and municipal bonds, mutual funds, ETFs, REITs, money markets, options, futures contracts, and alternative investments such as oil, gas, and real estate partnerships. Portfolios are customized based on clients’ investment objectives and risk tolerance, often structured for long-term growth and/or income. While they do not typically require a minimum account size, accounts may be closed if judged too small for effective management.

Top Buys
S
SPYSPDR S&P 500 ETF TR
+$5.9M
I
IGIBISHARES TR
+$4.1M
I
IVEISHARES TR
+$2.7M
X
XLKSELECT SECTOR SPDR TR
+$994.1K
I
IWOISHARES TR
+$757.1K
Top Sells
Q
QCOMQUALCOMM INC
-$323.6K
I
IBMINTERNATIONAL BUSINESS MACHS
-$160.1K
D
DKNGDRAFTKINGS INC NEW
-$146.3K
C
CAVACAVA GROUP INC
-$136.4K
W
WSCWILLSCOT HLDGS CORP
-$104.1K

Top Holdings

S
SPYSPDR S&P 500 ETF TR
+22.5%$39.2M
I
IGIBISHARES TR
+21.2%$36.8M
I
IVEISHARES TR
+11.0%$19.1M
X
XLKSELECT SECTOR SPDR TR
+6.9%$12.0M
I
IWOISHARES TR
+6.2%$10.9M

Equity Positions (59)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
S
SPY
SPDR S&P 500 ETF TR22.49%$39.2M58,776$595.19$666.18+$5.9M
I
IGIB
ISHARES TR21.16%$36.8M681,054$51.93$54.09+$4.1M
I
IVE
ISHARES TR11.00%$19.1M92,717$192.93$206.51+$2.7M
X
XLK
SELECT SECTOR SPDR TR6.91%$12.0M42,679$231.81$281.86+$994.1K
I
IWO
ISHARES TR6.24%$10.9M33,937$287.82$320.04+$757.1K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+3.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.4%
SEMICONDUCTORS & RELATED DEVICES
+2.1%
SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION
+1.8%
ELECTRONIC COMPUTERS
+1.8%