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Steven Glenn Check

Check Capital Management Inc.

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About Steven Glenn Check

Steven Check is a registered investment advisor with Check Capital Management Inc.. Steven has been in the industry since January 1987. Steven is currently registered with the state of Arizona, California, Minnesota, Nevada, Texas and Washington. Steven has been registered with the state of California since April 1991. Steven has worked for Check Capital Management Inc. since January 1987. The firm specializes in providing financial planning, portfolio management for individuals and portfolio management for investment companies.

Firm Information

Steven Check is currently registered with Check Capital Management Inc.. 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.

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Steven Check’s Registration & Firm History

CA

03/25/2004 - Present

Check Capital Management Inc. (COSTA MESA CA)

NA

08/21/1986 - 01/29/1987

BARABAN SECURITIES, INC.

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Licenses & Designations

IA

Issued 06/04/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/10/1992

Series 2 - Non-Member General Securities Examination

BC

Issued 08/16/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Glenn Check.
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