Check Capital Management Inc

RIASEC RegisteredEst. 1987
Total AUM
$2.4B
Discretionary
$2.1B
91% of AUM
Avg account
$984K
Accounts
2,408
Employees
12
Advisory reps
9

Firm details

Headquarters
Costa Mesa, California
CRD number
107058
Registered since
March 6, 1987
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI93.93%
  • Corporations / Businesses4.14%
  • Investment Companies1.93%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Check Capital Management Inc. is an independent registered investment adviser organized as a corporation and operating since 1987. The firm serves both individual and family clients as well as institutional investors, offering financial planning and portfolio management for individuals, small businesses, and investment companies. Its fee arrangements include asset-based fees and performance-based components. Check Capital reports it does not market itself as an ESG-focused allocator. The firm has drawn public recognition: it was included on CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020, 2021 and 2022. Its governance is privately held (individual owner type) and it describes its primary investment preference as equities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Derivatives 24%, Cash & Cash Equivalents 5%71%
  • Exchange Traded Equities71%
  • Derivatives24%
  • Cash & Cash Equivalents5%

Contacts

3 of 9
  • Robert Hill

    Robert Hill

    CCOCRD 5676409

  • Jeremy Saltzberg

    Vice President, Senior Investment OfficerCRD 5904266

  • Christopher Ballard

    Christopher Ballard

    Managing DirectorCRD 4196518

Unlock 6 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 4

Active vs passive

$2M in ETFs

Passive

100%

$2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF (XT)BlackRockPassiveMiscellaneous Sector$727K8,80036.69%

Location

Primary office

Costa Mesa, CA

Orange

Location

Costa Mesa, CA

Headquartered in Costa Mesa, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
575 Anton Blvd
Time zone
PT (UTC-8)
Office locations

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