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, 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
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 Equities73%
- Derivatives25%
- Cash & Cash Equivalents2%
Contacts
3 of 9JAMES WAITE
Portfolio ManagerCRD 1160161
JEREMY SALTZBERG
Vice President, Senior Investment OfficerCRD 5904266
ALAN EBRIGHT
Vice President, Senior Investment OfficerCRD 2584974
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$1.5M in ETFs
100%
$1.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $628K | 965 | 41.49% |
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
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