Check Capital Management Inc
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Derivatives24%
- Cash & Cash Equivalents5%
Contacts
3 of 9
Robert Hill
CCOCRD 5676409
Jeremy Saltzberg
Vice President, Senior Investment OfficerCRD 5904266
Christopher Ballard
Managing DirectorCRD 4196518
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$2M in ETFs
100%
$2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF (XT) | BlackRock | Passive | Miscellaneous Sector | $727K | 8,800 | 36.69% |
Location
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
Similar firms
Leisure Capital Management, Inc.
RIACosta Mesa, CA
Tax Efficient Asset Management Solution, Inc.
RIACosta Mesa, CA
CS Tomasi Wealth Management
RIACosta Mesa, CA
Clearview Investment Partners, LLC
RIACosta Mesa, CA
Farah Private Wealth Management, Inc
RIACosta Mesa, CA
James Curtis Financial and Insurance Services
RIACosta Mesa, CA