Check Capital Management Inc

RIASEC Registered

Total AUM

$2.4B

Discretionary

$2.1B

91% of AUM

Avg account

$984K

Accounts

2,408

Employees

Advisory reps

Firm details

Headquarters: Costa Mesa, California
CRD number: 107058
Registered since: March 6, 1987
Website: www.checkcapital.com
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 investors, offering financial planning, portfolio management for individuals and small businesses, and portfolio management for investment companies. Its fee model combines percentage-of-AUM billing with performance-based fees for certain mandates. Check Capital is not classified as an ESG-focused advisor and is not designated as a multi-state adviser. The firm is not structured as a capital allocator; instead it provides direct portfolio management while also using third‑party managers in select areas (see Investments & Alternatives). Its corporate ownership and advisory scope indicate a boutique RIA that manages bespoke portfolios across client segments rather than operating primarily as a fund-of-funds allocator.