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Check Capital Management Inc.

Headquartered in COSTA MESA, CA

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Firm Information

Check Capital Management Inc. is an investment advisor headquartered in Costa Mesa, CA. The firm provides financial planning and portfolio management services to individuals, investment companies, and corporations. They manage approximately $1.73 billion in assets for 2,142 clients. Check Capital's services include a wrap fee program.

Check Capital Management Inc.

575 ANTON BLVD

COSTA MESA, CA 92626-7685

$1.74B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (3)

CHECK CAPITAL MANAGEMENT INC. has a total of 3 branch locations across the country.
location

COSTA MESA, CA

location

Boerne, TX

location

Bullhead City, AZ

Advisors at Check Capital Management Inc.

View All 9 Advisors
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Jonathan James Meeks

RA

COSTA MESA, CA

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Ryan Scott Kinney

RA

COSTA MESA, CA

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Alan Drew Ebright

RA

COSTA MESA, CA

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John Conley Thatcher

RA

COSTA MESA, CA

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Steven Glenn Check

RA

COSTA MESA, CA

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Christopher Blair Ballard

RA

COSTA MESA, CA

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Robert Phillip Hill

RA

COSTA MESA, CA

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Jeremy Ian Saltzberg

RA

COSTA MESA, CA

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Disclosures

There are no public disclosures for Check Capital Management Inc..

Frequently Asked Questions (10)

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