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, privately owned registered investment adviser that has been SEC-registered since 1987. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and investment companies. Its fee arrangements include a traditional percentage-of-AUM schedule and performance-based fees for certain mandates. Check Capital was named to CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020, 2021 and 2022.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Derivatives 25%, Cash & Cash Equivalents 2%73%
  • Exchange Traded Equities73%
  • Derivatives25%
  • Cash & Cash Equivalents2%

Contacts

3 of 9
  • JAMES WAITE

    Portfolio ManagerCRD 1160161

  • JEREMY SALTZBERG

    Vice President, Senior Investment OfficerCRD 5904266

  • ALAN EBRIGHT

    Vice President, Senior Investment OfficerCRD 2584974

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$1.5M in ETFs

Passive

100%

$1.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$628K96541.49%

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth